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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
201
Paracle Advisors
Washington
$1.13M – – –
SCM
202
SOL Capital Management
Maryland
$1.12M – – –
SIA
203
Starfire Investment Advisers
Michigan
$1.12M – – –
SMFS
204
Squar Milner Financial Services
California
$1.1M -$61.6K -695 -5%
NNP
205
Nachman Norwood & Parrott
South Carolina
$1.08M -$78.5K -886 -7%
VR
206
Viridian RIA
Washington
$1.05M – – –
BUB
207
BBVA USA Bancshares
Texas
$1.05M – – –
NWS
208
Newport Wealth Strategies
California
$1.04M -$115K -1,300 -10%
GWA
209
Guidant Wealth Advisors
Illinois
$1.04M -$3.99K -45 -0.4%
BIA
210
BHK Investment Advisors
Alabama
$1M +$354 +4 +0%
PPA
211
Parametric Portfolio Associates
Washington
$957K -$28.3K -319 -3%
WI
212
Wedgewood Investors
Pennsylvania
$950K – – –
BCM
213
Brookstone Capital Management
Illinois
$943K -$30.1K -340 -3%
MCWS
214
McKinley Carter Wealth Services
West Virginia
$941K +$107K +1,207 +13%
FCI
215
Financial Counselors Inc
Kansas
$940K +$192K +2,162 +26%
SFA
216
Sequoia Financial Advisors
Ohio
$936K +$100K +1,132 +12%
BIA
217
Bigelow Investment Advisors
Maine
$935K -$3.54K -40 -0.4%
CL
218
Cabana LLC
Arkansas
$928K +$75.4K +851 +9%
MA
219
MCF Advisors
Kentucky
$895K -$63.3K -714 -7%
SWM
220
SVA Wealth Management
Wisconsin
$893K – – –
CWM
221
Cahaba Wealth Management
Georgia
$878K -$111K -1,254 -11%
KCM
222
Kennedy Capital Management
Missouri
$872K -$2.29M -25,812 -73%
TFCP
223
Twin Focus Capital Partners
Massachusetts
$871K +$54.5K +615 +7%
MPW
224
MA Private Wealth
California
$852K -$154K -1,741 -15%
AA
225
Alesco Advisors
New York
$846K – – –
7 8
9
10 11