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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
351
Benjamin F. Edwards & Company
Missouri
$132K -$19.4M -308,694 -99%
FRA
352
Front Row Advisors
California
$118K – – –
BFM
353
Boston Financial Management
Massachusetts
$118K +$112K +1,782 New
CAC
354
Certified Advisory Corp
Florida
$115K -$236K -3,770 -69%
SFS
355
Sowell Financial Services
Arkansas
$111K -$54.9K -876 -34%
CHC
356
City Holding Co
West Virginia
$110K -$5.52K -88 -5%
SMG
357
Spectrum Management Group
Indiana
$92K – – –
FCB
358
First Command Bank
Texas
$90K – – –
FCFS
359
First Command Financial Services
Texas
$90K – – –
EI
360
Ellevest Inc
New York
$90K +$1.13K +18 +1%
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$376 -6 -0.4%
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$88K +$3.51K +56 +4%
BA
363
Ballast Advisors
Minnesota
$86K – – –
JGIA
364
Jackson Grant Investment Advisers
Connecticut
$86K +$376 +6 +0.5%
AAP
365
Arax Advisory Partners
Colorado
$85K -$86.3K -1,376 -52%
OPS
366
Orion Portfolio Solutions
Nebraska
$84K +$3.14K +50 +4%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$75K – – –
HWA
368
HCR Wealth Advisors
California
$72K +$251 +4 +0.6%
QCG
369
Quadrant Capital Group
Ohio
$70K +$66.1K +1,054 New
CIAS
370
Capital Investment Advisory Services
North Carolina
$69K – – –
FWM
371
FSA Wealth Management
Massachusetts
$68K – – –
GAM
372
Gemmer Asset Management
California
$68K – – –
TFO
373
Tarbox Family Office
California
$63K +$11.2K +178 +23%
OC
374
Oakworth Capital
Alabama
$61K – – –
WCG
375
Weaver Consulting Group
California
$59K – – –
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15
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