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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
376
Lodestar Private Asset Management
California
$541K +$10K +88 +2%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$533K -$2.85K -25 -0.5%
CAG
378
Crestwood Advisors Group
Massachusetts
$532K +$108K +944 +25%
MBT
379
Montecito Bank & Trust
California
$532K -$11.4K -100 -2%
CCA
380
Cobblestone Capital Advisors
New York
$529K -$3.19K -28 -0.6%
EWM
381
EPG Wealth Management
Georgia
$526K -$527K -4,621 Closed
B
382
Bailard
California
$526K – – –
PWP
383
Perfromance Wealth Partners
Illinois
$525K – – –
PCMC
384
Private Capital Management (Colorado)
Colorado
$524K -$103K -900 -16%
FI
385
FWG Investments
Kentucky
$523K +$684 +6 +0.1%
FA
386
FC Advisory
Pennsylvania
$521K +$2.17K +19 +0.4%
CSIC
387
Clifford Swan Investment Counsel
California
$520K – – –
FHC
388
First Heartland Consultants
Missouri
$516K -$11.6K -102 -2%
SBWIC
389
Schaper Benz & Wise Investment Counsel
Wisconsin
$511K – – –
DTC
390
Davidson Trust Company
Washington
$510K -$90.5K -793 -15%
IA
391
IFG Advisory
Georgia
$506K +$508K +4,455 New
TCBWMS
392
Texas Capital Bank Wealth Management Services
Texas
$504K +$507K +4,444 New
SWM
393
SeaCrest Wealth Management
New York
$502K -$6.5K -57 -1%
FA
394
Fiduciary Alliance
South Carolina
$498K +$798 +7 +0.2%
BFA
395
Beaumont Financial Advisors
Massachusetts
$494K +$14.8K +130 +3%
BJL
396
Brighton Jones LLC
Washington
$492K +$89.2K +782 +22%
AA
397
Ancora Advisors
Ohio
$488K – – –
PFA
398
Professional Financial Advisors
Nebraska
$486K +$912 +8 +0.2%
NGA
399
Naples Global Advisors
Florida
$478K – – –
CFG
400
Clayton Financial Group
Missouri
$463K – – –
14 15
16
17 18