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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
$553K – – –
MFW
252
Meristem Family Wealth
Minnesota
$551K +$542K +6,886 New
DBRC
253
D.B. Root & Company
Pennsylvania
$548K -$15.1K -192 -3%
CAM
254
Covenant Asset Management
New Jersey
$541K +$15.9K +202 +3%
KC
255
Kingfisher Capital
North Carolina
$540K +$51.6K +656 +11%
BSW
256
Buckingham Strategic Wealth
Missouri
$537K +$1.1K +14 +0.2%
MIC
257
Meridian Investment Counsel
California
$532K +$35.4K +450 +7%
AA
258
Advisory Alpha
Michigan
$529K -$18.7K -238 -3%
MAFM
259
Mid Atlantic Financial Management
Pennsylvania
$525K -$156K -1,982 -23%
JHCP
260
Jackson Hole Capital Partners
Oklahoma
$513K – – –
RG
261
Rikoon Group
New Mexico
$513K – – –
HCA
262
Harbour Capital Advisors
Virginia
$512K – – –
PWAP
263
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$504K -$351K -4,460 -41%
PP
264
Pegasus Partners
Wisconsin
$485K – – –
A
265
AdvicePeriod
California
$480K +$221K +2,802 +88%
TWP
266
Total Wealth Planning
Ohio
$478K – – –
CWM
267
Cornerstone Wealth Management
Missouri
$474K +$5.2K +66 +1%
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$467K -$55.1K -700 -11%
KCM
269
Kanawha Capital Management
Virginia
$460K – – –
JIC
270
Johnson Investment Counsel
Ohio
$457K -$18.4K -234 -4%
WC
271
Whitnell & Co
Illinois
$452K – – –
PAS
272
Park Avenue Securities
New York
$451K +$444K +5,640 New
OIA
273
OneDigital Investment Advisors
Kansas
$450K +$24.1K +306 +6%
PA
274
PFG Advisors
Arizona
$443K – – –
MWM
275
Modera Wealth Management
New Jersey
$437K – – –
9 10
11
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