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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Cornerstone Advisory
Maryland
$1.41M – – –
9WM
227
9258 Wealth Management
Ohio
$1.39M +$590K +5,904 +75%
UCFA
228
United Capital Financial Advisors
Texas
$1.38M +$96.9K +970 +8%
WANY
229
Wealthspire Advisors (New York)
New York
$1.37M +$561K +5,614 +70%
WI
230
Wintrust Investments
Illinois
$1.35M -$68.4K -685 -5%
ANTB
231
AMG National Trust Bank
Colorado
$1.35M -$18.3K -183 -1%
FNBOSM
232
First National Bank of South Miami
Florida
$1.34M -$24.4K -244 -2%
BSB
233
Bangor Savings Bank
Maine
$1.34M +$50.6K +507 +4%
EE
234
EWG Elevate
California
$1.34M +$547K +5,473 +70%
CWM
235
C2C Wealth Management
Arizona
$1.33M -$1.8K -18 -0.1%
CGA
236
Crescent Grove Advisors
Illinois
$1.32M +$313K +3,134 +32%
KM
237
Kalos Management
Georgia
$1.31M +$288K +2,886 +28%
SWM
238
Shakespeare Wealth Management
Wisconsin
$1.29M -$207K -2,069 -14%
JIC
239
Johnson Investment Counsel
Ohio
$1.28M +$16.7K +167 +1%
FCB
240
First Command Bank
Texas
$1.26M -$472K -4,731 -27%
FCFS
241
First Command Financial Services
Texas
$1.26M -$472K -4,731 -27%
EWM
242
Evercore Wealth Management
New York
$1.26M – – –
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.25M -$73.9K -740 -6%
CAL
244
Capital Analysts LLC
Pennsylvania
$1.24M -$209K -2,097 -15%
LSA
245
Lansing Street Advisors
Pennsylvania
$1.24M +$1.23M +12,278 New
FHA
246
First Horizon Advisors
Tennessee
$1.24M -$57.8K -579 -5%
HWM
247
HighMark Wealth Management
Minnesota
$1.23M -$10.3K -103 -0.8%
SFS
248
Security Financial Services
Indiana
$1.23M -$214K -2,145 -15%
WFA
249
Wellspring Financial Advisors
Ohio
$1.21M – – –
NI
250
Nuance Investments
Missouri
$1.21M +$1.2M +11,980 New
8 9
10
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