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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
351
Anchor Capital Advisors
Massachusetts
$717K +$480K +3,749 +210%
IA
352
IFG Advisory
Georgia
$715K +$129K +1,006 +22%
RSWM
353
Robertson Stephens Wealth Management
California
$712K – – –
TNB
354
Thomasville National Bank
Georgia
$707K +$2.94K +23 +0.4%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$704K -$59.4K -464 -8%
WAM
356
Weinberger Asset Management
California
$703K -$34.4K -269 -5%
GLA
357
Great Lakes Advisors
Illinois
$703K – – –
WB
358
WesBanco Bank
West Virginia
$700K +$169K +1,319 +32%
FCAM
359
First Citizens Asset Management
North Carolina
$693K +$50.6K +395 +8%
FA
360
FC Advisory
Pennsylvania
$685K +$2.05K +16 +0.3%
KCM
361
Kanawha Capital Management
Virginia
$685K -$25.6K -200 -4%
GVAG
362
Great Valley Advisor Group
Delaware
$679K +$3.2K +25 +0.5%
PFA
363
Pinnacle Family Advisors
Missouri
$679K -$25.7K -201 -4%
MA
364
MONECO Advisors
Connecticut
$678K -$109K -854 -14%
SI
365
Saxon Interests
Texas
$677K -$768 -6 -0.1%
PAS
366
PKS Advisory Services
New York
$675K +$20.7K +162 +3%
CA
367
Cambridge Advisors
Nebraska
$668K -$4.1K -32 -0.6%
LPAM
368
Lodestar Private Asset Management
California
$665K +$11.5K +90 +2%
SB
369
Strategic Blueprint
Georgia
$662K +$416K +3,251 +176%
AIP
370
Alexis Investment Partners
Texas
$654K -$6.4K -50 -1%
GTAM
371
Global Trust Asset Management
Florida
$643K -$77.3K -604 -11%
MWM
372
Meridian Wealth Management
Kentucky
$640K +$389K +3,036 +160%
SAG
373
SageView Advisory Group
California
$637K – – –
SIM
374
Stratos Investment Management
Ohio
$635K +$1.92K +15 +0.3%
AFTS
375
American Financial & Tax Strategies
New York
$633K – – –
13 14
15
16 17