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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
326
City Holding Co
West Virginia
$109K – – –
SIAS
327
Shine Investment Advisory Services
Colorado
$108K – – –
GAM
328
Gemmer Asset Management
California
$107K – – –
SFSIG
329
San Francisco Sentry Investment Group
California
$105K +$29.3K +366 +40%
MBT
330
Monroe Bank & Trust
Michigan
$101K -$16K -200 -14%
JGIA
331
Jackson Grant Investment Advisers
Connecticut
$101K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$99.2K +$68K +850 +227%
OIA
333
OneDigital Investment Advisors
Kansas
$98K – – –
B
334
Bridgeworth
Alabama
$93K +$92.5K +1,156 New
FNB
335
Farmers National Bank
Kentucky
$91K – – –
KTC
336
Kistler-Tiffany Companies
Pennsylvania
$90K – – –
QCG
337
Quadrant Capital Group
Ohio
$85K – – –
OC
338
Oakworth Capital
Alabama
$77K +$3.2K +40 +4%
GWM
339
Geneos Wealth Management
Colorado
$69K -$10.6K -132 -13%
CCM
340
Covington Capital Management
California
$69K – – –
CPA
341
Clear Perspective Advisors
Illinois
$68K – – –
TWA
342
TCI Wealth Advisors
Arizona
$68K – – –
CFG
343
Citizens Financial Group
Rhode Island
$66K – – –
GFP
344
Gryphon Financial Partners
Ohio
$61K – – –
FCMT
345
Founders Capital Management (Texas)
Texas
$60K – – –
TIM
346
Tortoise Investment Management
New York
$58K – – –
GRP
347
Global Retirement Partners
California
$55K – – –
SSB
348
Sandy Spring Bank
Maryland
$54K -$25.9K -324 -33%
AF
349
Advisornet Financial
Minnesota
$50K – – –
ECM
350
Exchange Capital Management
Michigan
$45K – – –
12 13
14
15 16