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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BPB
201
Badgley, Phelps & Bell
Washington
$1.17M – – –
FCBT
202
First Citizens Bank & Trust
North Carolina
$1.14M -$313K -3,537 -22%
PA
203
Paracle Advisors
Washington
$1.13M – – –
SCM
204
SOL Capital Management
Maryland
$1.12M – – –
SIA
205
Starfire Investment Advisers
Michigan
$1.12M – – –
SMFS
206
Squar Milner Financial Services
California
$1.1M -$61.6K -695 -5%
NNP
207
Nachman Norwood & Parrott
South Carolina
$1.08M -$78.5K -886 -7%
VR
208
Viridian RIA
Washington
$1.05M – – –
BUB
209
BBVA USA Bancshares
Texas
$1.05M – – –
NWS
210
Newport Wealth Strategies
California
$1.04M -$115K -1,300 -10%
GWA
211
Guidant Wealth Advisors
Illinois
$1.04M -$3.99K -45 -0.4%
BIA
212
BHK Investment Advisors
Alabama
$1M +$354 +4 +0%
PPA
213
Parametric Portfolio Associates
Washington
$957K -$28.3K -319 -3%
WI
214
Wedgewood Investors
Pennsylvania
$950K – – –
BCM
215
Brookstone Capital Management
Illinois
$943K -$30.1K -340 -3%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$941K +$107K +1,207 +13%
FCI
217
Financial Counselors Inc
Kansas
$940K +$192K +2,162 +26%
SFA
218
Sequoia Financial Advisors
Ohio
$936K +$100K +1,132 +12%
BIA
219
Bigelow Investment Advisors
Maine
$935K -$3.54K -40 -0.4%
CL
220
Cabana LLC
Arkansas
$928K +$75.4K +851 +9%
MA
221
MCF Advisors
Kentucky
$895K -$63.3K -714 -7%
SWM
222
SVA Wealth Management
Wisconsin
$893K – – –
CWM
223
Cahaba Wealth Management
Georgia
$878K -$111K -1,254 -11%
KCM
224
Kennedy Capital Management
Missouri
$872K -$2.29M -25,812 -73%
TFCP
225
Twin Focus Capital Partners
Massachusetts
$871K +$54.5K +615 +7%
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9
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