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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
301
Capital Investment Advisors
Georgia
$331K +$12.9K +166 +4%
WCM
302
Wealthcare Capital Management
Virginia
$329K -$15.8K -204 -5%
LA
303
LexAurum Advisors
Kansas
$325K +$774 +10 +0.2%
CG
304
Corundum Group
Colorado
$322K – – –
JIR
305
James Investment Research
Ohio
$318K – – –
WC
306
Whitnell & Co
Illinois
$317K – – –
IAA
307
Ironsides Asset Advisors
North Carolina
$314K – – –
MWM
308
Meridian Wealth Management
Kentucky
$312K -$34.1K -440 -10%
LFAS
309
Level Four Advisory Services
Texas
$307K +$51.4K +664 +20%
FNBOO
310
First National Bank of Omaha
Nebraska
$303K -$985K -12,720 -77%
FNBTCON
311
First National Bank & Trust Co of Newtown
Pennsylvania
$302K -$34.1K -440 -10%
NWS
312
Newport Wealth Strategies
California
$302K – – –
FFWA
313
FRG Family Wealth Advisors
Washington
$300K – – –
BRWA
314
B. Riley Wealth Advisors
Florida
$298K -$15.5K -200 -5%
HCIA
315
Hochman Cole Investment Advisors
Illinois
$295K – – –
VFA
316
Voya Financial Advisors
Connecticut
$292K -$236K -3,050 -45%
MIM
317
Moseley Investment Management
Florida
$291K +$287K +3,706 New
SDWMA
318
Schneider Downs Wealth Management Advisors
Pennsylvania
$288K +$7.59K +98 +3%
CFS
319
CRA Financial Services
New Jersey
$286K -$6.19K -80 -2%
AAS
320
Avantax Advisory Services
Texas
$283K -$10.8K -140 -4%
BS
321
Boenning & Scattergood
Pennsylvania
$281K -$7.12K -92 -3%
GEA
322
Glen Eagle Advisors
New Jersey
$279K +$14.7K +190 +6%
IWM
323
IHT Wealth Management
Illinois
$279K -$20.9K -270 -7%
BAS
324
Brown Advisory Securities
Maryland
$278K -$343K -4,432 -56%
CCM
325
Condor Capital Management
New Jersey
$273K +$270K +3,482 New
11 12
13
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