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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
351
Legacy Bridge
Iowa
$150K +$166K +2,170 New
SWM
352
SeaCrest Wealth Management
New York
$146K +$917 +12 +0.6%
FRA
353
Front Row Advisors
California
$142K -$12.2K -160 -7%
EFSCE
354
Enterprise Financial Services Corp (EFSC)
Missouri
$140K -$50.9K -666 -25%
CFA
355
Carroll Financial Associates
North Carolina
$137K +$109K +1,422 +284%
DWM
356
Destination Wealth Management
California
$134K – – –
CIAS
357
Capital Investment Advisory Services
North Carolina
$118K -$2.68M -35,046 -95%
ST
358
Smithfield Trust
Pennsylvania
$118K – – –
GWS
359
Glassman Wealth Services
Virginia
$113K – – –
GRP
360
Global Retirement Partners
California
$103K +$62.4K +816 +121%
FIB
361
First Interstate Bank
Montana
$101K – – –
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$99.2K +$16.1K +210 +17%
CDIA
363
Capital Directions Investment Advisors
Georgia
$98K – – –
CHC
364
City Holding Co
West Virginia
$93K – – –
JGIA
365
Jackson Grant Investment Advisers
Connecticut
$87K +$917 +12 +1%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$85K +$76.4K +1,000 +431%
CHP
367
Cable Hill Partners
Oregon
$84K +$93.3K +1,220 New
SFSIG
368
San Francisco Sentry Investment Group
California
$78K – – –
KTC
369
Kistler-Tiffany Companies
Pennsylvania
$78K +$459 +6 +0.5%
SIAS
370
Shine Investment Advisory Services
Colorado
$74K -$19.9K -260 -20%
GAM
371
Gemmer Asset Management
California
$71K – – –
VFA
372
Valeo Financial Advisors
Indiana
$66K +$22.2K +290 +44%
DWM
373
Doyle Wealth Management
Florida
$65K +$72.2K +944 New
PG
374
Patten Group
Tennessee
$63K -$187K -2,442 -73%
SSB
375
Sandy Spring Bank
Maryland
$60K +$15.3K +200 +30%
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15
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