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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
V
201
Veritable
Delaware
$878K +$8.55K +100 +0.7%
PPA
202
Parametric Portfolio Associates
Washington
$858K +$161K +1,884 +16%
BC
203
Brinker Capital
Pennsylvania
$853K -$3.68M -42,983 -76%
PSF
204
Pacific Sun Financial
California
$851K +$5.99K +70 +0.5%
SW
205
SVB Wealth
Massachusetts
$850K -$78.8K -921 -6%
BPB
206
Badgley, Phelps & Bell
Washington
$838K – – –
HIA
207
Harbor Investment Advisory
Maryland
$813K -$20.5K -240 -2%
SIA
208
Starfire Investment Advisers
Michigan
$801K – – –
ATPW
209
Ashton Thomas Private Wealth
Arizona
$795K +$180K +2,108 +20%
AAS
210
Avantax Advisory Services
Texas
$784K +$13K +152 +1%
BUB
211
BBVA USA Bancshares
Texas
$764K +$19.3K +226 +2%
BIA
212
BHK Investment Advisors
Alabama
$762K +$79.9K +934 +9%
VR
213
Viridian RIA
Washington
$753K – – –
AWA
214
Arkadios Wealth Advisors
Georgia
$752K +$531K +6,205 +112%
TFCP
215
Twin Focus Capital Partners
Massachusetts
$742K +$54.1K +633 +6%
SFA
216
Sequoia Financial Advisors
Ohio
$717K -$1.88K -22 -0.2%
OPS
217
Orion Portfolio Solutions
Nebraska
$691K -$3.86M -45,116 -81%
WI
218
Wedgewood Investors
Pennsylvania
$677K -$1.8K -21 -0.2%
NNP
219
Nachman Norwood & Parrott
South Carolina
$675K -$131K -1,532 -13%
IWM
220
IHT Wealth Management
Illinois
$675K -$38.4K -449 -4%
RWP
221
RWA Wealth Partners
Massachusetts
$670K +$672K +7,854 +302%
NWS
222
Newport Wealth Strategies
California
$660K -$198K -2,315 -20%
LW
223
Linscomb Wealth
Texas
$660K +$129K +1,512 +17%
CC
224
Courier Capital
New York
$651K +$262K +3,067 +46%
HC
225
HNP Capital
New York
$651K +$831K +9,715 New
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