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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
251
Tortoise Investment Management
New York
$42K – – –
AIA
252
Allegis Investment Advisors
Idaho
$41K +$42.9K +708 New
CFS
253
Commonwealth Financial Services
West Virginia
$38K – – –
SSB
254
Sandy Spring Bank
Maryland
$37K – – –
ACM
255
Argentus Capital Management
Texas
$35K -$142K -2,340 -80%
S
256
SignatureFD
Georgia
$30K – – –
UFA
257
US Financial Advisors
Massachusetts
$29K – – –
AF
258
Allworth Financial
California
$29K +$2.3K +38 +8%
PSI
259
Pinnacle Summer Investments
Virginia
$28K -$409K -6,756 -94%
ANBT
260
American National Bank & Trust
Texas
$27K – – –
CTC
261
Central Trust Company
Missouri
$26K – – –
MFW
262
Mosaic Family Wealth
Missouri
$26K +$27.6K +456 New
IWMPD
263
Integrated Wealth Management (Palm Desert)
California
$23K – – –
ZB
264
Zions Bancorporation
Utah
$23K – – –
HR
265
Howe & Rusling
New York
$22K – – –
FPFS
266
First Personal Financial Services
North Carolina
$21K – – –
PFG
267
Piershale Financial Group
Illinois
$21K +$21.2K +350 New
CWM
268
Catamount Wealth Management
Connecticut
$18K – – –
DSC
269
Duncker Streett & Co
Missouri
$18K – – –
TDC
270
Thompson Davis & Co
Virginia
$17K – – –
RFWA
271
RPg Family Wealth Advisory
Massachusetts
$17K +$17.6K +290 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
HDIM
273
Hanson & Doremus Investment Management
Vermont
$13K – – –
NSIM
274
North Star Investment Management
Illinois
$12K – – –
WC
275
Whitnell & Co
Illinois
$11K – – –
9 10
11
12 13