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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
151
O'Brien Wealth Partners
Massachusetts
$1.82M -$317K -3,835 -15%
ACA
152
Anchor Capital Advisors
Massachusetts
$1.81M -$250K -3,030 -12%
GWM
153
Geneos Wealth Management
Colorado
$1.77M -$55.4K -670 -3%
STMM
154
South Texas Money Management
Texas
$1.77M -$28.3K -343 -2%
CHC
155
City Holding Co
West Virginia
$1.75M – – –
BJL
156
Brighton Jones LLC
Washington
$1.7M +$1.37M +16,598 +423%
SFG
157
Sage Financial Group
Pennsylvania
$1.54M -$11.6K -140 -0.7%
CTC
158
Central Trust Company
Missouri
$1.54M +$29.1K +352 +2%
MA
159
MCF Advisors
Kentucky
$1.54M -$702K -8,501 -31%
CA
160
Cetera Advisors
Colorado
$1.51M +$532K +6,443 +54%
WTC
161
WhitTier Trust Company
Nevada
$1.49M – – –
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$1.49M -$194K -2,350 -12%
JWM
163
Jackson Wealth Management
Florida
$1.46M +$192K +2,323 +15%
BWFA
164
Baltimore-Washington Financial Advisors
Maryland
$1.43M +$528K +6,389 +59%
BSWMG
165
Barrington Strategic Wealth Management Group
Illinois
$1.43M -$66.1K -800 -4%
AB
166
Atlas Brown
Kentucky
$1.41M -$54K -653 -4%
GT
167
Glenview Trust
Kentucky
$1.38M – – –
SWP
168
Stratos Wealth Partners
Ohio
$1.38M +$329K +3,976 +32%
SIM
169
SSI Investment Management
California
$1.35M -$909 -11 -0.1%
CWM
170
Calamos Wealth Management
Illinois
$1.34M -$9.09K -110 -0.7%
TFA
171
Transamerica Financial Advisors
Florida
$1.32M +$493K +5,962 +60%
HNB
172
Huntington National Bank
Ohio
$1.29M -$7.02K -85 -2%
TFCP
173
Twin Focus Capital Partners
Massachusetts
$1.27M -$59.6K -721 -4%
TNB
174
Thomasville National Bank
Georgia
$1.27M +$1.26M +15,259 New
MSTVIM
175
Messner & Smith Theme Value Investment Management
California
$1.26M – – –
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