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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
226
Mathes Company
New York
$287K – – –
VAM
227
Verity Asset Management
North Carolina
$286K -$55.2K -770 -16%
PA
228
Pinnacle Associates
New York
$285K -$11.2K -156 -4%
CL
229
CSS LLC
Illinois
$280K – – –
FIM
230
Freedom Investment Management
Connecticut
$280K +$25.8K +360 +10%
LFG
231
LifePlan Financial Group
Ohio
$277K -$2.45M -34,227 -90%
MCWS
232
McKinley Carter Wealth Services
West Virginia
$277K +$1.29K +18 +0.5%
AIM
233
Allen Investment Management
New York
$276K +$283K +3,947 New
IH
234
IFC Holdings
Florida
$256K +$1K +14 +0.4%
MBT
235
Monroe Bank & Trust
Michigan
$245K – – –
CCMG
236
Clark Capital Management Group
Pennsylvania
$239K -$51.1M -713,194 -100%
CCA
237
Cobblestone Capital Advisors
New York
$239K – – –
1SB
238
1ST Source Bank
Indiana
$235K – – –
SGCA
239
Steel Grove Capital Advisors
Tennessee
$216K +$221K +3,080 New
CS
240
Comerica Securities
Michigan
$211K +$216K +3,019 New
AAS
241
Annex Advisory Services
Wisconsin
$208K -$12.3K -171 -5%
MIM
242
Marco Investment Management
Georgia
$208K – – –
BPBT
243
Boston Private Bank & Trust
Massachusetts
$206K – – –
PTC
244
Private Trust Company
Ohio
$200K – – –
BGIM
245
Brandywine Global Investment Management
Pennsylvania
$192K +$10K +140 +5%
HCM
246
Horrell Capital Management
Arkansas
$179K +$13.6K +190 +8%
MFBTD
247
MB Financial Bank - Trust Department
Illinois
$153K +$1.86K +26 +1%
TSW
248
Thompson Siegel & Walmsley
Virginia
$143K -$1.58M -21,999 -91%
LWM
249
LBA Wealth Management
Florida
$140K – – –
NFC
250
Northeast Financial Consultants
Connecticut
$135K +$4.52K +63 +0.6%
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