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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Connecticut Wealth Management
Connecticut
$738K – – –
CFGA
352
Cambridge Financial Group (Arizona)
Arizona
$738K -$159K -1,164 -17%
RSWM
353
Robertson Stephens Wealth Management
California
$737K +$274 +2 +0%
PTC
354
Private Trust Company
Ohio
$730K -$8.49K -62 -1%
MWM
355
Mission Wealth Management
California
$729K -$146K -1,066 -16%
IFG
356
Independent Financial Group
California
$719K +$31.6K +231 +4%
TPBG
357
Turning Point Benefit Group
Maryland
$717K -$1.17M -8,549 -62%
FCAM
358
First Citizens Asset Management
North Carolina
$708K -$2.05K -15 -0.3%
AAP
359
Arax Advisory Partners
Colorado
$707K -$9.18K -67 -1%
MA
360
MONECO Advisors
Connecticut
$691K -$4.93K -36 -0.7%
SI
361
Saxon Interests
Texas
$685K – – –
PFA
362
Pinnacle Family Advisors
Missouri
$682K -$7.67K -56 -1%
LPAM
363
Lodestar Private Asset Management
California
$680K +$822 +6 +0.1%
CA
364
Cambridge Advisors
Nebraska
$679K – – –
AW
365
Apricus Wealth
South Carolina
$678K – – –
PA
366
Parallel Advisors
California
$676K +$239K +1,744 +52%
FA
367
Fiduciary Alliance
South Carolina
$670K +$10K +73 +2%
KCM
368
Kanawha Capital Management
Virginia
$670K – – –
MMA
369
Miracle Mile Advisors
California
$666K -$107K -779 -13%
SB
370
Strategic Blueprint
Georgia
$664K +$1.51K +11 +0.2%
SIM
371
Stratos Investment Management
Ohio
$664K +$12.9K +94 +2%
FC
372
Fairscale Capital
New Hampshire
$659K +$18.5K +135 +3%
CA
373
Claro Advisors
Massachusetts
$650K -$50.1K -366 -7%
GVAG
374
Great Valley Advisor Group
Delaware
$648K -$37.2K -272 -5%
AFTS
375
American Financial & Tax Strategies
New York
$647K – – –
13 14
15
16 17