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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
351
United Capital Financial Advisors
Texas
$696K -$39.6K -337 -6%
JWCA
352
J.W. Cole Advisors
Florida
$692K +$263K +2,235 +66%
GTAM
353
Global Trust Asset Management
Florida
$688K -$89.4K -760 -12%
QCM
354
Quantinno Capital Management
New York
$687K -$12K -102 -2%
VFIC
355
Valley Forge Investment Consultants
Pennsylvania
$686K +$2.71K +23 +0.4%
RSWM
356
Robertson Stephens Wealth Management
California
$678K +$118 +1 +0%
KCM
357
Kanawha Capital Management
Virginia
$677K -$7.53K -64 -1%
CAG
358
Crestwood Advisors Group
Massachusetts
$672K +$89.6K +762 +16%
PFA
359
Pinnacle Family Advisors
Missouri
$671K -$18.9K -161 -3%
TNB
360
Thomasville National Bank
Georgia
$671K -$112K -950 -15%
GLA
361
Great Lakes Advisors
Illinois
$670K -$4K -34 -0.6%
MWM
362
Mission Wealth Management
California
$670K -$1.53K -13 -0.2%
AAP
363
Arax Advisory Partners
Colorado
$665K -$173K -1,468 -22%
FEG
364
Fund Evaluation Group
Ohio
$655K – – –
FA
365
FC Advisory
Pennsylvania
$650K +$90.2K +767 +17%
GVAG
366
Great Valley Advisor Group
Delaware
$643K -$65.6K -558 -10%
CA
367
Cambridge Advisors
Nebraska
$640K – – –
TRCT
368
Tower Research Capital (TRC)
New York
$638K -$912K -7,753 -60%
SAF
369
Smith Anglin Financial
Texas
$629K -$225K -1,915 -27%
AIP
370
Alexis Investment Partners
Texas
$629K -$161K -1,367 -21%
SAG
371
SageView Advisory Group
California
$626K – – –
PAS
372
PKS Advisory Services
New York
$623K -$11.3K -96 -2%
BJL
373
Brighton Jones LLC
Washington
$623K +$91.4K +777 +18%
LPAM
374
Lodestar Private Asset Management
California
$623K +$37.4K +318 +7%
SI
375
Saxon Interests
Texas
$622K – – –
13 14
15
16 17