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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
326
First Personal Financial Services
North Carolina
$138K +$141K +1,780 New
DWM
327
Destination Wealth Management
California
$138K +$141K +1,784 New
ST
328
Smithfield Trust
Pennsylvania
$132K – – –
RWP
329
RWA Wealth Partners
Massachusetts
$131K +$135K +1,700 New
AWA
330
Acorn Wealth Advisors
Michigan
$129K – – –
GWS
331
Glassman Wealth Services
Virginia
$126K – – –
FIB
332
First Interstate Bank
Montana
$113K – – –
MBT
333
Monroe Bank & Trust
Michigan
$112K – – –
CDIA
334
Capital Directions Investment Advisors
Georgia
$110K – – –
CHC
335
City Holding Co
West Virginia
$104K -$159 -2 -0.1%
SIAS
336
Shine Investment Advisory Services
Colorado
$103K – – –
GAM
337
Gemmer Asset Management
California
$102K – – –
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$96K +$476 +6 +0.5%
OIA
339
OneDigital Investment Advisors
Kansas
$94K -$19.3K -244 -17%
KTC
340
Kistler-Tiffany Companies
Pennsylvania
$86K -$3.17K -40 -3%
FNB
341
Farmers National Bank
Kentucky
$86K – – –
SWP
342
Strategic Wealth Partners
Ohio
$85K – – –
JA
343
JOYN Advisors
Georgia
$83K +$84.7K +1,068 New
CCA
344
Clearwater Capital Advisors
Illinois
$82K +$84.4K +1,064 New
QCG
345
Quadrant Capital Group
Ohio
$81K -$33.9K -428 -29%
GWM
346
Geneos Wealth Management
Colorado
$76K – – –
SSB
347
Sandy Spring Bank
Maryland
$76K – – –
SFSIG
348
San Francisco Sentry Investment Group
California
$72K – – –
OC
349
Oakworth Capital
Alabama
$71K – – –
CCM
350
Covington Capital Management
California
$66K – – –
12 13
14
15 16