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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
376
Capital Investment Advisory Services
North Carolina
$57K -$8.42K -112 -10%
HWA
377
HCR Wealth Advisors
California
$57K -$301 -4 -0.6%
VFA
378
Valeo Financial Advisors
Indiana
$56K -$12.5K -166 -15%
FWM
379
FSA Wealth Management
Massachusetts
$56K – – –
GAM
380
Gemmer Asset Management
California
$56K – – –
AWA
381
Arkadios Wealth Advisors
Georgia
$53.1K -$18.5K -246 -20%
KTC
382
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
OC
383
Oakworth Capital
Alabama
$50K – – –
SAM
384
S.A. Mason
Michigan
$48K – – –
WCG
385
Weaver Consulting Group
California
$48K – – –
ST
386
Smithfield Trust
Pennsylvania
$47K -$64.2K -854 -50%
ONST
387
Old North State Trust
North Carolina
$45K – – –
CHA
388
Carmichael Hill & Associates
Maryland
$43K – – –
EP
389
Eudaimonia Partners
Tennessee
$43K +$12.6K +168 +28%
TFO
390
Tarbox Family Office
California
$43K +$58.3K +776 New
HIA
391
Harbor Investment Advisory
Maryland
$42K +$7.52K +100 +15%
MCM
392
MV Capital Management
Maryland
$41K -$3.12M -41,498 -98%
CFFP
393
Center for Financial Planning
Michigan
$41K – – –
CBT
394
Capital Bank & Trust
California
$40K +$34.3K +456 +164%
FCMT
395
Founders Capital Management (Texas)
Texas
$39K – – –
TIM
396
Tortoise Investment Management
New York
$39K – – –
MF
397
Manchester Financial
California
$37K -$23.3K -310 -32%
GWM
398
Geneos Wealth Management
Colorado
$37K +$2.56K +34 +5%
SSB
399
Sandy Spring Bank
Maryland
$36K -$10.2K -136 -17%
FMTCOCP
400
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
14 15
16
17 18