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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
201
MV Capital Management
Maryland
$481K – – –
IPC
202
Independent Portfolio Consultants
Florida
$475K – – –
EK
203
Evensky & Katz
Florida
$473K +$13.6K +180 +3%
GWM
204
Greenwich Wealth Management
Connecticut
$472K – – –
PFA
205
Pure Financial Advisors
California
$462K -$23.2K -308 -5%
BSWMG
206
Barrington Strategic Wealth Management Group
Illinois
$461K +$13.2K +175 +3%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$459K -$148K -1,966 -24%
RJT
208
Raymond James Trust
Florida
$454K – – –
AR
209
Advisory Research
Illinois
$453K -$67.5K -895 -13%
UBWV
210
United Bank (West Virginia)
West Virginia
$440K +$104K +1,380 +30%
NG
211
NatWest Group
United Kingdom
$437K +$7.54K +100 +2%
TI
212
Truepoint Inc
Ohio
$427K -$330K -4,378 -43%
TBA
213
Train Babcock Advisors
New York
$420K – – –
IB
214
Intrust Bank
Kansas
$419K – – –
JHC
215
JFB Holdings Corp
Georgia
$405K +$93.5K +1,240 +29%
CCM
216
Cohen Capital Management
California
$402K +$1.05K +14 +0.3%
WT
217
Washington Trust
Rhode Island
$398K – – –
CAM
218
Cubic Asset Management
Massachusetts
$397K -$7.54K -100 -2%
FNBT
219
FineMark National Bank & Trust
Florida
$392K -$71.5K -948 -15%
CNBT
220
Canandaigua National Bank & Trust
New York
$378K – – –
AA
221
Alesco Advisors
New York
$376K – – –
BP
222
Ballentine Partners
Massachusetts
$370K – – –
PFG
223
Pacific Financial Group
Washington
$362K -$44.6K -592 -11%
DW
224
Domani Wealth
Pennsylvania
$350K +$301K +4,000 +535%
KIA
225
KCM Investment Advisors
California
$348K -$31.7K -420 -8%
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