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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAM
376
First Citizens Asset Management
North Carolina
$612K +$4.47K +38 +0.8%
FCAS
377
First Command Advisory Services
Texas
$610K -$42.4K -360 -7%
PTC
378
Private Trust Company
Ohio
$604K -$62.2K -529 -10%
PFA
379
Professional Financial Advisors
Nebraska
$604K +$53.6K +456 +10%
AFTS
380
American Financial & Tax Strategies
New York
$603K – – –
SIM
381
Stratos Investment Management
Ohio
$603K -$251K -2,133 -30%
B
382
Bailard
California
$600K +$110K +931 +24%
TWP
383
Total Wealth Planning
Ohio
$597K – – –
AC
384
AWM Capital
Arizona
$596K – – –
SWM
385
Spire Wealth Management
Virginia
$587K -$33.3K -283 -6%
EWM
386
EPG Wealth Management
Georgia
$586K +$1.88K +16 +0.3%
MCA
387
MSH Capital Advisors
Arizona
$584K – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$580K +$156K +1,327 +39%
WIA
389
World Investment Advisors
California
$574K -$25.6M -217,734 -98%
BCI
390
Brinker Capital Investments
Pennsylvania
$572K -$30K -255 -5%
AA
391
Ancora Advisors
Ohio
$572K +$52.4K +445 +11%
FA
392
Fiduciary Alliance
South Carolina
$572K +$23.1K +196 +4%
PWP
393
Perfromance Wealth Partners
Illinois
$572K – – –
RIM
394
Rockbridge Investment Management
New York
$564K – – –
HF
395
HRT Financial
New York
$562K +$536K +4,554 New
IA
396
IFG Advisory
Georgia
$557K +$588 +5 +0.1%
SBWIC
397
Schaper Benz & Wise Investment Counsel
Wisconsin
$556K – – –
APP
398
Avantax Planning Partners
Iowa
$556K -$1.65K -14 -0.3%
BFO
399
Boston Family Office
Massachusetts
$540K -$19.5K -166 -4%
CSIC
400
Clifford Swan Investment Counsel
California
$539K – – –
14 15
16
17 18