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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
326
Evercore Wealth Management
New York
$84K – – –
CCM
327
Cribstone Capital Management
Maine
$82K – – –
SSB
328
Sandy Spring Bank
Maryland
$79K -$4.45K -60 -6%
KF
329
Krilogy Financial
Missouri
$78K +$3.71K +50 +5%
TWA
330
TCI Wealth Advisors
Arizona
$73K +$8.16K +110 +13%
GWM
331
Geneos Wealth Management
Colorado
$72K – – –
CFG
332
Citizens Financial Group
Rhode Island
$68K – – –
CCM
333
Covington Capital Management
California
$65K +$63K +850 New
CPA
334
Clear Perspective Advisors
Illinois
$64K +$62.4K +842 New
PWM
335
Perigon Wealth Management
California
$61K -$4.75K -64 -7%
SQA
336
Simon Quick Advisors
New Jersey
$59K – – –
ANBT
337
American National Bank & Trust
Texas
$56K – – –
FCMT
338
Founders Capital Management (Texas)
Texas
$56K +$4K +54 +8%
TIM
339
Tortoise Investment Management
New York
$55K – – –
GRP
340
Global Retirement Partners
California
$52K -$2.52K -34 -5%
SFSIG
341
San Francisco Sentry Investment Group
California
$50K +$48.9K +660 New
BP
342
Ballentine Partners
Massachusetts
$47K – – –
CFA
343
Carroll Financial Associates
North Carolina
$43K +$41.7K +562 New
CFN
344
Cordasco Financial Network
Florida
$39K – – –
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$36.2K – – –
PS
346
Portfolio Solutions
Michigan
$35K – – –
TF
347
Tompkins Financial
New York
$33K +$21.7K +292 +209%
FANJ
348
Financial Architects (New Jersey)
New Jersey
$31K – – –
ZB
349
Zions Bancorporation
Utah
$31K – – –
DBT
350
Dubuque Bank & Trust
Iowa
$29K – – –
12 13
14
15 16