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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
301
Sheaff Brock Investment Advisors
Indiana
$279K +$270K +3,463 New
BCM
302
Brookstone Capital Management
Illinois
$279K +$270K +3,465 New
CFA
303
CT Financial Advisors
Pennsylvania
$271K +$156 +2 +0.1%
PA
304
Parallel Advisors
California
$271K +$263K +3,370 New
CBU
305
CIBC Bank USA
Illinois
$261K -$1.4K -18 -0.6%
PPA
306
Parametric Portfolio Associates
Washington
$257K -$22.7K -291 -8%
GWS
307
Glassman Wealth Services
Virginia
$255K -$64.5K -828 -21%
MWM
308
Mission Wealth Management
California
$255K +$247K +3,167 New
EWM
309
Evercore Wealth Management
New York
$249K – – –
TC
310
Telemus Capital
Michigan
$249K +$22.3K +286 +10%
SFM
311
Systematic Financial Management
New Jersey
$249K +$237K +3,045 +6,767%
RIA
312
Regal Investment Advisors
Michigan
$248K -$132K -1,696 -36%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$244K -$5.76K -74 -2%
FTIOP
314
Fiduciary Trust International of Pennsylvania
Pennsylvania
$243K – – –
MCM
315
MV Capital Management
Maryland
$243K – – –
NFG
316
Next Financial Group
Texas
$242K +$81.8K +1,050 +54%
PAI
317
Pittenger & Anderson Inc
Nebraska
$241K – – –
FI
318
FormulaFolio Investments
Michigan
$236K +$10.1K +130 +5%
MC
319
Middleton & Co
Massachusetts
$235K – – –
HCIA
320
Hochman Cole Investment Advisors
Illinois
$233K – – –
JFGLC
321
Johnson Financial Group LLC (Colorado)
Colorado
$233K +$226K +2,903 New
RCAG
322
Rehmann Capital Advisory Group
Michigan
$228K +$221K +2,839 New
BDF
323
Balasa Dinverno & Foltz
$225K – – –
OC
324
Oarsman Capital
Wisconsin
$224K -$30.4K -390 -12%
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$221K – – –
11 12
13
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