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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
251
Naples Global Advisors
Florida
$281K +$278K +3,730 New
FTIOP
252
Fiduciary Trust International of Pennsylvania
Pennsylvania
$277K – – –
FIM
253
Freedom Investment Management
Connecticut
$277K +$2.16K +29 +0.8%
CAL
254
Capital Analysts LLC
Pennsylvania
$267K +$69.7K +935 +36%
3AM
255
3D Asset Management
Connecticut
$265K -$73K -979 -22%
CCA
256
Cobblestone Capital Advisors
New York
$257K – – –
1SB
257
1ST Source Bank
Indiana
$252K – – –
CFA
258
CT Financial Advisors
Pennsylvania
$252K +$970 +13 +0.4%
MCC
259
Mid Continent Capital
Illinois
$248K – – –
BGIM
260
Brandywine Global Investment Management
Pennsylvania
$242K – – –
TSW
261
Thompson Siegel & Walmsley
Virginia
$241K -$3.88M -52,036 -94%
CPA
262
Capital Planning Advisors
California
$230K +$228K +3,051 New
IH
263
IFC Holdings
Florida
$229K -$9.03K -121 -4%
MIM
264
Marco Investment Management
Georgia
$224K – – –
BPBT
265
Boston Private Bank & Trust
Massachusetts
$222K – – –
HCM
266
Horrell Capital Management
Arkansas
$212K +$8.13K +109 +4%
BDF
267
Balasa Dinverno & Foltz
$211K – – –
SGCA
268
Steel Grove Capital Advisors
Tennessee
$208K +$206K +2,765 New
BRWM
269
B. Riley Wealth Management
Tennessee
$207K -$273K -3,661 -57%
BAM
270
Berkshire Asset Management
Pennsylvania
$207K -$175K -2,347 -46%
SYBT
271
Stock Yards Bank & Trust
Kentucky
$207K – – –
AAS
272
Annex Advisory Services
Wisconsin
$206K -$17.5K -234 -8%
MSTVIM
273
Messner & Smith Theme Value Investment Management
California
$203K -$421K -5,645 -68%
ICOA
274
Investment Centers of America
North Dakota
$202K +$201K +2,697 New
RIA
275
Regal Investment Advisors
Michigan
$174K +$112K +1,500 +184%
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