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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
351
FAS Wealth Partners
Kansas
$233K -$157 -2 -0.1%
AFP
352
Ausdal Financial Partners
Iowa
$233K – – –
EWM
353
Endurance Wealth Management
Rhode Island
$228K -$7.87K -100 -3%
RMDI
354
R.M. Davis Inc
Maine
$224K – – –
AMG
355
Advisors Management Group
Wisconsin
$223K – – –
WB
356
WesBanco Bank
West Virginia
$222K -$4.72K -60 -2%
ZF
357
Zhang Financial
Michigan
$219K – – –
HTC
358
Haverford Trust Company
Pennsylvania
$213K -$55.1K -700 -21%
AIM
359
Advantage Investment Management
Iowa
$213K -$8.34K -106 -4%
NFG
360
Next Financial Group
Texas
$211K +$315 +4 +0.2%
DAS
361
Dynamic Advisor Solutions
Arizona
$211K +$208K +2,642 New
SFS
362
Sowell Financial Services
Arkansas
$210K +$207K +2,624 New
BF
363
Blankinship & Foster
California
$208K – – –
AF
364
Alerus Financial
North Dakota
$207K – – –
NAS
365
Nicolet Advisory Services
Wisconsin
$207K – – –
SW
366
SVB Wealth
Massachusetts
$205K – – –
NCM
367
Narwhal Capital Management
Georgia
$204K – – –
RFWA
368
RPg Family Wealth Advisory
Massachusetts
$197K – – –
CPA
369
Capital Planning Advisors
California
$189K +$186K +2,368 New
PFBT
370
Parkside Financial Bank & Trust
Missouri
$188K – – –
VNA
371
Valley National Advisers
Pennsylvania
$185K – – –
FIB
372
First Interstate Bank
Montana
$184K – – –
MWP
373
MYCIO Wealth Partners
Pennsylvania
$180K – – –
TSW
374
Thompson Siegel & Walmsley
Virginia
$177K +$6.45K +82 +4%
BCA
375
Berman Capital Advisors
Georgia
$175K +$315 +4 +0.2%
13 14
15
16 17