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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
251
Commonwealth Financial Services
West Virginia
$42K – – –
SSB
252
Sandy Spring Bank
Maryland
$42K – – –
S
253
SignatureFD
Georgia
$34K – – –
IWMPD
254
Integrated Wealth Management (Palm Desert)
California
$33K +$7.92K +120 +31%
UFA
255
US Financial Advisors
Massachusetts
$32K – – –
KCM
256
Karp Capital Management
California
$29K – – –
AF
257
Allworth Financial
California
$28K +$2.51K +38 +10%
ZB
258
Zions Bancorporation
Utah
$26K -$2.11K -32 -7%
FANJ
259
Financial Architects (New Jersey)
New Jersey
$26K – – –
IF
260
Ironwood Financial
Arizona
$26K – – –
WA
261
WealthTrust-Arizona
Arizona
$26K – – –
SCA
262
Strategic Capital Alternatives
United States
$26K +$26.8K +406 New
FPFS
263
First Personal Financial Services
North Carolina
$23K – – –
FFC
264
First Financial Corp
Indiana
$23K +$23.4K +354 New
CTC
265
Central Trust Company
Missouri
$22K +$2.64K +40 +13%
MAS
266
Madden Advisory Services
Florida
$22K +$22.7K +344 New
HR
267
Howe & Rusling
New York
$21K – – –
DSC
268
Duncker Streett & Co
Missouri
$20K +$132 +2 +0.7%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$19K -$8.72K -132 -31%
CWM
270
Catamount Wealth Management
Connecticut
$19K – – –
TDC
271
Thompson Davis & Co
Virginia
$19K – – –
WTB
272
Washington Trust Bank
Washington
$17K +$17.3K +262 New
PG
273
Patten Group
Tennessee
$16.1K +$16.5K +250 New
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$15.9K -$23.1K -350 -58%
PSI
275
Pinnacle Summer Investments
Virginia
$15K -$460K -6,968 -97%
9 10
11
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