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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
251
Westport Resources Management
Connecticut
$49K +$129 +2 +0.3%
TNB
252
Thomasville National Bank
Georgia
$48K +$47.6K +740 New
TIM
253
Tortoise Investment Management
New York
$47K – – –
PIM
254
Parasol Investment Management
Illinois
$43K -$64.3K -1,000 -61%
CFS
255
Commonwealth Financial Services
West Virginia
$43K +$31.3K +486 +289%
SSB
256
Sandy Spring Bank
Maryland
$42K +$33.4K +520 +419%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$39.3K +$22.5K +350 +140%
S
258
SignatureFD
Georgia
$34K – – –
UFA
259
US Financial Advisors
Massachusetts
$32K – – –
KCM
260
Karp Capital Management
California
$29K – – –
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$28K -$11.7K -182 -30%
ZB
262
Zions Bancorporation
Utah
$28K +$27.8K +432 New
FANJ
263
Financial Architects (New Jersey)
New Jersey
$26K – – –
IF
264
Ironwood Financial
Arizona
$26K – – –
WA
265
WealthTrust-Arizona
Arizona
$26K – – –
AF
266
Allworth Financial
California
$26K +$25.3K +394 New
IWMPD
267
Integrated Wealth Management (Palm Desert)
California
$25K +$25.1K +390 New
FPFS
268
First Personal Financial Services
North Carolina
$24K – – –
HR
269
Howe & Rusling
New York
$21K – – –
CWM
270
Catamount Wealth Management
Connecticut
$20K – – –
DSC
271
Duncker Streett & Co
Missouri
$20K – – –
CTC
272
Central Trust Company
Missouri
$20K +$5.53K +86 +40%
TDC
273
Thompson Davis & Co
Virginia
$19K -$20.4K -318 -52%
OIA
274
Optimum Investment Advisors
Illinois
$15K – – –
HDIM
275
Hanson & Doremus Investment Management
Vermont
$14K – – –
9 10
11
12 13