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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
176
SouthState Corp
Florida
$507K -$117K -1,628 -18%
PFA
177
Pure Financial Advisors
California
$494K -$256K -3,572 -34%
BWFA
178
Baltimore-Washington Financial Advisors
Maryland
$480K +$49.8K +695 +11%
EK
179
Evensky & Katz
Florida
$478K +$18.1K +253 +4%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$458K +$44.2K +616 +10%
PAG
181
Private Advisor Group
New Jersey
$458K +$106K +1,473 +29%
IPC
182
Independent Portfolio Consultants
Florida
$451K – – –
BTS
183
BB&T Securities
Virginia
$451K +$143K +1,997 +45%
MGIA
184
Moneta Group Investment Advisors
Missouri
$447K – – –
BRWM
185
B. Riley Wealth Management
Tennessee
$447K +$448K +6,249 +4,561%
CA
186
Cetera Advisors
Colorado
$434K -$42.5K -593 -9%
SSB
187
Sandy Spring Bank
Maryland
$434K +$31.7K +442 +8%
ONB
188
Old National Bancorp
Indiana
$414K -$8.53K -119 -2%
WCM
189
Wisconsin Capital Management
Wisconsin
$410K – – –
TBA
190
Train Babcock Advisors
New York
$399K – – –
IB
191
Intrust Bank
Kansas
$398K -$38.3K -534 -9%
PFG
192
Pacific Financial Group
Washington
$385K -$15K -209 -4%
CAM
193
Cubic Asset Management
Massachusetts
$380K – – –
CCM
194
Cohen Capital Management
California
$378K -$8.1K -113 -2%
MHS
195
M Holdings Securities
Oregon
$375K -$75.9K -1,059 -15%
TI
196
Truepoint Inc
Ohio
$372K -$26.9K -375 -7%
AA
197
Alesco Advisors
New York
$368K -$245K -3,416 -39%
DADC
198
D.A. Davidson & Co
Montana
$367K -$20.2K -282 -5%
GWM
199
Greenwich Wealth Management
Connecticut
$363K +$85.6K +1,194 +30%
CNBT
200
Canandaigua National Bank & Trust
New York
$359K – – –
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8
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