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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
326
Krilogy Financial
Missouri
$78K +$3.71K +50 +5%
TWA
327
TCI Wealth Advisors
Arizona
$73K +$8.16K +110 +13%
GWM
328
Geneos Wealth Management
Colorado
$72K – – –
CFG
329
Citizens Financial Group
Rhode Island
$68K – – –
CCM
330
Covington Capital Management
California
$65K +$63K +850 New
CPA
331
Clear Perspective Advisors
Illinois
$64K +$62.4K +842 New
PWM
332
Perigon Wealth Management
California
$61K -$4.75K -64 -7%
SQA
333
Simon Quick Advisors
New Jersey
$59K – – –
ANBT
334
American National Bank & Trust
Texas
$56K – – –
FCMT
335
Founders Capital Management (Texas)
Texas
$56K +$4K +54 +8%
TIM
336
Tortoise Investment Management
New York
$55K – – –
GRP
337
Global Retirement Partners
California
$52K -$2.52K -34 -5%
SFSIG
338
San Francisco Sentry Investment Group
California
$50K +$48.9K +660 New
BP
339
Ballentine Partners
Massachusetts
$47K – – –
CFA
340
Carroll Financial Associates
North Carolina
$43K +$41.7K +562 New
CFN
341
Cordasco Financial Network
Florida
$39K – – –
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$36.2K – – –
PS
343
Portfolio Solutions
Michigan
$35K – – –
TF
344
Tompkins Financial
New York
$33K +$21.7K +292 +209%
FANJ
345
Financial Architects (New Jersey)
New Jersey
$31K – – –
ZB
346
Zions Bancorporation
Utah
$31K – – –
DBT
347
Dubuque Bank & Trust
Iowa
$29K – – –
TDC
348
Thompson Davis & Co
Virginia
$29K – – –
HR
349
Howe & Rusling
New York
$28K – – –
TSW
350
Thompson Siegel & Walmsley
Virginia
$26K +$24.9K +336 New
12 13
14
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