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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Private Trust Company
Ohio
$463K +$62.5K +615 +17%
IA
377
IFP Advisors
Florida
$463K -$173K -1,707 -28%
MMHP
378
Murphy Middleton Hinkle & Parker
Georgia
$458K +$711 +7 +0.2%
GIA
379
Gladstone Institutional Advisory
Florida
$457K -$113K -1,113 -21%
SYBT
380
Stock Yards Bank & Trust
Kentucky
$456K – – –
GVAG
381
Great Valley Advisor Group
Delaware
$451K -$16.8K -165 -4%
SWM
382
SeaCrest Wealth Management
New York
$447K +$305 +3 +0.1%
MCM
383
MV Capital Management
Maryland
$447K -$126K -1,243 -23%
EWM
384
EPG Wealth Management
Georgia
$446K -$38.9K -383 -8%
PA
385
PFG Advisors
Arizona
$445K -$711 -7 -0.2%
AFA
386
Alpha Financial Advisors
North Carolina
$443K – – –
IFG
387
Independent Financial Group
California
$437K -$8.43K -83 -2%
CCB
388
Country Club Bank
Missouri
$433K – – –
WC
389
Weil Company
California
$431K +$6.91K +68 +2%
IA
390
IFG Advisors
Missouri
$429K – – –
MAM
391
Mystic Asset Management
Rhode Island
$429K – – –
BFS
392
Bradley Foster & Sargent
Connecticut
$428K +$41K +404 +11%
IAA
393
Ironsides Asset Advisors
North Carolina
$428K – – –
FFWA
394
FRG Family Wealth Advisors
Washington
$420K +$10.4K +102 +3%
PPW
395
Presilium Private Wealth
Pennsylvania
$420K +$102K +1,000 +34%
CFO
396
Callan Family Office
Pennsylvania
$414K – – –
FA
397
Financial Alternatives
California
$408K – – –
FA
398
FC Advisory
Pennsylvania
$407K +$22.3K +220 +6%
KCM
399
Kanawha Capital Management
Virginia
$407K – – –
SI
400
Stephens Inc
Arkansas
$401K – – –
14 15
16
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