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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
376
Legacy Bridge
Iowa
$173K – – –
SBSB
377
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$158K +2,012 New
GCM
378
Gables Capital Management
Florida
$160K +$157K +2,000 New
CFA
379
Carroll Financial Associates
North Carolina
$151K – – –
FRA
380
Front Row Advisors
California
$142K – – –
EI
381
Ellevest Inc
New York
$142K +$34.6K +440 +33%
CHC
382
City Holding Co
West Virginia
$140K – – –
ST
383
Smithfield Trust
Pennsylvania
$137K – – –
GWS
384
Glassman Wealth Services
Virginia
$130K – – –
CAN
385
Claraphi Advisory Network
United States
$124K +$122K +1,550 New
CCM
386
Covington Capital Management
California
$119K – – –
EFSCE
387
Enterprise Financial Services Corp (EFSC)
Missouri
$114K – – –
CDIA
388
Capital Directions Investment Advisors
Georgia
$110K -$1.73K -22 -2%
FEG
389
Financial Enhancement Group
Indiana
$110K – – –
AIM
390
Acropolis Investment Management
Missouri
$109K +$108K +1,366 New
JGIA
391
Jackson Grant Investment Advisers
Connecticut
$102K +$472 +6 +0.5%
RIA
392
Realta Investment Advisors
Delaware
$101K -$4.41K -56 -4%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$101K – – –
CIAS
394
Capital Investment Advisory Services
North Carolina
$95K -$2.99K -38 -3%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$95K – – –
SIAS
396
Shine Investment Advisory Services
Colorado
$86K – – –
WC
397
Weil Company
California
$83K +$81.2K +1,032 New
GAM
398
Gemmer Asset Management
California
$82K – – –
VFA
399
Valeo Financial Advisors
Indiana
$81K -$3.46K -44 -4%
OC
400
Oakworth Capital
Alabama
$73K – – –
14 15
16
17 18