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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
376
Atlas Brown
Kentucky
$224K +$203K +2,590 New
PWM
377
PBMares Wealth Management
Virginia
$224K +$203K +2,594 New
BF
378
Blankinship & Foster
California
$224K +$204K +2,600 New
EWM
379
Endurance Wealth Management
Rhode Island
$223K +$78 +1 +0%
AF
380
Alerus Financial
North Dakota
$223K +$203K +2,584 New
IA
381
Insight Advisors
Pennsylvania
$221K +$201K +2,564 New
BSSFA
382
Baron Silver Stevens Financial Advisors
Florida
$219K +$200K +2,549 New
FM
383
Foster & Motley
Ohio
$218K +$198K +2,530 New
NCM
384
Narwhal Capital Management
Georgia
$216K +$196K +2,500 New
RA
385
Reby Advisors
Connecticut
$216K +$196K +2,502 New
SIS
386
SVB Investment Services
Utah
$215K – – –
PCA
387
Personal Capital Advisors
California
$214K +$194K +2,474 New
LWM
388
Lyell Wealth Management
California
$212K +$193K +2,460 New
HTC
389
Haverford Trust Company
Pennsylvania
$210K +$191K +2,430 New
SW
390
SVB Wealth
Massachusetts
$209K +$190K +2,420 New
RFWA
391
RPg Family Wealth Advisory
Massachusetts
$208K – – –
FRA
392
Frank Rimerman Advisors
California
$208K +$189K +2,412 New
CFA
393
Carroll Financial Associates
North Carolina
$208K – – –
CAM
394
Cozad Asset Management
Illinois
$208K +$189K +2,410 New
HWM
395
HighMark Wealth Management
Minnesota
$206K +$187K +2,389 New
HIMC
396
Heritage Investors Management Corp
Maryland
$205K +$187K +2,380 New
FA
397
FC Advisory
Pennsylvania
$203K +$184K +2,348 New
VNA
398
Valley National Advisers
Pennsylvania
$202K – – –
ONB
399
Old National Bancorp
Indiana
$202K +$184K +2,344 New
PC
400
Permanens Capital
New York
$200K +$182K +2,316 New
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