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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
376
MYCIO Wealth Partners
Pennsylvania
$742K -$48.6K -413 -7%
IC
377
IEQ Capital
California
$740K -$6.71K -57 -1%
CB
378
Centennial Bank
Arkansas
$735K -$93.6K -795 -12%
JFG
379
Jefferies Financial Group
New York
$718K -$1.53M -13,019 -69%
CAM
380
Cubic Asset Management
Massachusetts
$713K – – –
AWMNH
381
Arcadia Wealth Management (New Hampshire)
New Hampshire
$705K -$31.7K -269 -5%
CGA
382
Crescent Grove Advisors
Illinois
$700K -$9.77K -83 -1%
TB
383
Treynor Bancshares
Iowa
$697K -$15.7K -133 -2%
PIA
384
Perennial Investment Advisors
California
$696K -$21.2K -180 -3%
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$695K – – –
AF
386
Allworth Financial
California
$687K +$21.6K +183 +3%
SWM
387
Spire Wealth Management
Virginia
$684K -$25K -212 -4%
FWTB
388
First Western Trust Bank
Colorado
$683K -$153K -1,297 -19%
TGAM
389
TBH Global Asset Management
Tennessee
$682K -$236 -2 -0%
CI
390
Cordant Inc
Oregon
$679K -$40.2K -341 -6%
WH
391
Willner & Heller
California
$679K -$21.6K -183 -3%
C
392
CEDRUS
Colorado
$675K -$295K -2,509 -32%
GT
393
Greenleaf Trust
Michigan
$668K – – –
EFS
394
Essex Financial Services
Connecticut
$664K +$118 +1 +0%
LBC
395
Lowe Brockenbrough & Co
Virginia
$659K +$23.8K +202 +4%
MCWS
396
McKinley Carter Wealth Services
West Virginia
$653K +$134K +1,136 +28%
CCM
397
Coldstream Capital Management
Washington
$652K +$222K +1,883 +57%
RW
398
Regimen Wealth
Georgia
$650K +$1.88K +16 +0.3%
MFWP
399
Mosaic Family Wealth Partners
Missouri
$650K +$353 +3 +0.1%
SFPG
400
Stonebridge Financial Planning Group
Florida
$645K +$65.7K +558 +12%
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16
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