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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
376
Hilltop Holdings
Texas
$267K – – –
BS
377
Boenning & Scattergood
Pennsylvania
$266K -$10.2K -124 -4%
FWM
378
Frontier Wealth Management
Missouri
$265K -$894K -10,876 -78%
TP
379
Tranquility Partners
Tennessee
$264K – – –
DIA
380
Dana Investment Advisors
Wisconsin
$261K +$252K +3,062 New
CSIC
381
Clifford Swan Investment Counsel
California
$258K – – –
M
382
MOTCO
Texas
$257K -$12.2K -148 -5%
SMG
383
Spectrum Management Group
Indiana
$254K – – –
CCM
384
Condor Capital Management
New Jersey
$252K +$493 +6 +0.2%
CWM
385
Cahaba Wealth Management
Georgia
$251K +$329 +4 +0.1%
FWP
386
FAS Wealth Partners
Kansas
$250K +$1.15K +14 +0.5%
EB
387
Eastern Bank
Massachusetts
$246K +$236K +2,876 New
EWM
388
Endurance Wealth Management
Rhode Island
$244K – – –
CPA
389
Capital Planning Advisors
California
$244K +$40.1K +488 +21%
AFP
390
Ausdal Financial Partners
Iowa
$243K +$164 +2 +0.1%
DC
391
Davenport & Co
Virginia
$242K +$233K +2,840 New
AMG
392
Advisors Management Group
Wisconsin
$238K – – –
HTC
393
Haverford Trust Company
Pennsylvania
$227K – – –
NFG
394
Next Financial Group
Texas
$226K +$493 +6 +0.2%
ACA
395
Anchor Capital Advisors
Massachusetts
$226K +$217K +2,642 New
PPW
396
Parcion Private Wealth
Washington
$224K +$215K +2,620 New
DAS
397
Dynamic Advisor Solutions
Arizona
$222K -$3.29K -40 -2%
BF
398
Blankinship & Foster
California
$222K – – –
AF
399
Alerus Financial
North Dakota
$221K – – –
NAS
400
Nicolet Advisory Services
Wisconsin
$221K – – –
14 15
16
17 18