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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
351
Spectrum Management Group
Indiana
$238K – – –
CWM
352
Cahaba Wealth Management
Georgia
$235K +$2.68K +34 +1%
CCM
353
Condor Capital Management
New Jersey
$235K +$5.04K +64 +2%
FWP
354
FAS Wealth Partners
Kansas
$233K -$157 -2 -0.1%
AFP
355
Ausdal Financial Partners
Iowa
$233K – – –
EWM
356
Endurance Wealth Management
Rhode Island
$228K -$7.87K -100 -3%
RMDI
357
R.M. Davis Inc
Maine
$224K – – –
AMG
358
Advisors Management Group
Wisconsin
$223K – – –
WB
359
WesBanco Bank
West Virginia
$222K -$4.72K -60 -2%
ZF
360
Zhang Financial
Michigan
$219K – – –
HTC
361
Haverford Trust Company
Pennsylvania
$213K -$55.1K -700 -21%
AIM
362
Advantage Investment Management
Iowa
$213K -$8.34K -106 -4%
NFG
363
Next Financial Group
Texas
$211K +$315 +4 +0.2%
DAS
364
Dynamic Advisor Solutions
Arizona
$211K +$208K +2,642 New
SFS
365
Sowell Financial Services
Arkansas
$210K +$207K +2,624 New
BF
366
Blankinship & Foster
California
$208K – – –
AF
367
Alerus Financial
North Dakota
$207K – – –
NAS
368
Nicolet Advisory Services
Wisconsin
$207K – – –
SW
369
SVB Wealth
Massachusetts
$205K – – –
NCM
370
Narwhal Capital Management
Georgia
$204K – – –
RFWA
371
RPg Family Wealth Advisory
Massachusetts
$197K – – –
CPA
372
Capital Planning Advisors
California
$189K +$186K +2,368 New
PFBT
373
Parkside Financial Bank & Trust
Missouri
$188K – – –
VNA
374
Valley National Advisers
Pennsylvania
$185K – – –
FIB
375
First Interstate Bank
Montana
$184K – – –
13 14
15
16 17