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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
251
Global Trust Asset Management
Florida
$551K – – –
HJA
252
Hugh Johnson Advisors
New York
$548K -$30.6K -386 -5%
BSW
253
Buckingham Strategic Wealth
Missouri
$534K -$71.4K -900 -12%
IB
254
Intrust Bank
Kansas
$531K -$84.1K -1,060 -14%
CAM
255
Covenant Asset Management
New Jersey
$524K -$73.8K -930 -12%
LWANC
256
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K +$55.5K +700 +12%
RG
257
Rikoon Group
New Mexico
$512K +$1.11K +14 +0.2%
HCA
258
Harbour Capital Advisors
Virginia
$511K – – –
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$511K +$2.22K +28 +0.4%
AIP
260
Ahrens Investment Partners
Louisiana
$501K -$308K -3,880 -38%
MIC
261
Meridian Investment Counsel
California
$494K – – –
AAS
262
Avantax Advisory Services
Texas
$494K +$206K +2,594 +72%
KC
263
Kingfisher Capital
North Carolina
$486K -$55.2K -696 -10%
PP
264
Pegasus Partners
Wisconsin
$484K -$199K -2,504 -29%
TWP
265
Total Wealth Planning
Ohio
$477K -$5.71K -72 -1%
JIC
266
Johnson Investment Counsel
Ohio
$474K +$9.84K +124 +2%
PA
267
PFG Advisors
Arizona
$470K -$3.17K -40 -0.7%
BUB
268
BBVA USA Bancshares
Texas
$469K -$1.59K -20 -0.3%
KFA
269
Kays Financial Advisory
Georgia
$467K +$87.4K +1,102 +23%
CWM
270
Cornerstone Wealth Management
Missouri
$465K -$61.4K -774 -12%
BOS
271
Bank of Stockton
California
$461K +$35.4K +446 +8%
KCM
272
Kanawha Capital Management
Virginia
$458K -$793 -10 -0.2%
WC
273
Whitnell & Co
Illinois
$451K +$128K +1,610 +40%
MWM
274
Modera Wealth Management
New Jersey
$436K – – –
PWW
275
Pettyjohn Wood & White
Virginia
$431K – – –
9 10
11
12 13