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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
351
Evercore Wealth Management
New York
$87K – – –
SWP
352
Strategic Wealth Partners
Ohio
$85K +$85.5K +1,096 New
KF
353
Krilogy Financial
Missouri
$82K +$312 +4 +0.4%
SSB
354
Sandy Spring Bank
Maryland
$79K -$3.12K -40 -4%
GWM
355
Geneos Wealth Management
Colorado
$79K +$3.12K +40 +4%
TWA
356
TCI Wealth Advisors
Arizona
$76K – – –
SFSIG
357
San Francisco Sentry Investment Group
California
$74K +$20.8K +266 +40%
OC
358
Oakworth Capital
Alabama
$73K -$20.1K -258 -22%
VFA
359
Valeo Financial Advisors
Indiana
$71K -$57.1K -732 -45%
CFG
360
Citizens Financial Group
Rhode Island
$71K – – –
CCM
361
Covington Capital Management
California
$68K – – –
CPA
362
Clear Perspective Advisors
Illinois
$67K – – –
PWM
363
Perigon Wealth Management
California
$64K – – –
GFP
364
Gryphon Financial Partners
Ohio
$60K +$58.4K +748 New
FCMT
365
Founders Capital Management (Texas)
Texas
$59K +$468 +6 +0.8%
TIM
366
Tortoise Investment Management
New York
$57K – – –
GRP
367
Global Retirement Partners
California
$54K +$156 +2 +0.3%
PGWM
368
Parisi Gray Wealth Management
New Jersey
$50K +$48.4K +620 New
AF
369
Advisornet Financial
Minnesota
$49K +$47.8K +612 New
CCM
370
Cribstone Capital Management
Maine
$44K -$41.2K -528 -49%
MCM
371
Mainstay Capital Management
Michigan
$44K +$42.8K +548 New
CFN
372
Cordasco Financial Network
Florida
$41K – – –
CFA
373
Carroll Financial Associates
North Carolina
$40K -$4.84K -62 -11%
SP
374
SWS Partners
Ohio
$39K +$28.1K +360 New
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$37.9K – – –
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15
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