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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
351
MONECO Advisors
Connecticut
$672K +$8.33K +74 +1%
MTC
352
McDaniel Terry & Co
Texas
$668K +$636K +5,646 New
M
353
MOTCO
Texas
$663K +$394K +3,498 +166%
PCMC
354
Private Capital Management (Colorado)
Colorado
$653K +$7.32K +65 +1%
CWM
355
Cornerstone Wealth Management
Missouri
$641K -$16.3K -145 -3%
VFIC
356
Valley Forge Investment Consultants
Pennsylvania
$641K -$99.5K -884 -14%
GVAG
357
Great Valley Advisor Group
Delaware
$639K +$135K +1,195 +28%
HIA
358
Harbor Investment Advisory
Maryland
$638K +$21.6K +192 +4%
OCM
359
Objective Capital Management
Ohio
$633K +$89.8K +798 +18%
NL
360
NWAM LLC
Washington
$627K -$372K -3,301 -38%
DTC
361
Davidson Trust Company
Washington
$626K +$3.72K +33 +0.6%
SI
362
Saxon Interests
Texas
$622K -$338 -3 -0.1%
CIA
363
Capital Investment Advisors
Georgia
$622K +$157K +1,394 +36%
CA
364
Cambridge Advisors
Nebraska
$613K – – –
AL
365
Aspiriant LLC
California
$611K – – –
AAS
366
Ameritas Advisory Services
Nebraska
$603K +$310K +2,757 +115%
HP
367
Holistic Planning
Texas
$588K -$21.3K -189 -4%
BFS
368
Bradley Foster & Sargent
Connecticut
$586K -$44.4K -394 -7%
SAG
369
SageView Advisory Group
California
$586K +$43.5K +386 +16%
EWA
370
ERTS Wealth Advisors
Michigan
$586K -$112K -997 -17%
TWP
371
Total Wealth Planning
Ohio
$584K -$40.9K -363 -7%
TT
372
TI-Trust
Illinois
$583K +$555K +4,930 New
FCAM
373
First Citizens Asset Management
North Carolina
$582K -$3.94K -35 -0.7%
AFTS
374
American Financial & Tax Strategies
New York
$579K -$1.01K -9 -0.2%
CPC
375
Cookson Peirce & Co
Pennsylvania
$577K -$113 -1 -0%
13 14
15
16 17