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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
401
Novak Financial Planning
Maryland
$344K -$5.02K -47 -1%
MBTD
402
Mechanics Bank - Trust Department
California
$344K – – –
FWM
403
Filbrandt Wealth Management
Wisconsin
$343K – – –
MP
404
McDonald Partners
Ohio
$341K -$32.3K -302 -9%
CCT
405
Country Club Trust
Missouri
$334K – – –
KIA
406
KCM Investment Advisors
California
$333K – – –
PWW
407
Pettyjohn Wood & White
Virginia
$329K -$42.7K -400 -11%
BW
408
Bison Wealth
Georgia
$326K -$3.2K -30 -1%
CFS
409
CRA Financial Services
New Jersey
$325K – – –
EVM
410
Eaton Vance Management
Massachusetts
$321K +$7.69K +72 +2%
CSIC
411
Clifford Swan Investment Counsel
California
$315K – – –
PA
412
PSI Advisors
Florida
$313K – – –
MCM
413
Mattern Capital Management
Colorado
$302K -$186K -1,741 -38%
V
414
Veritable
Delaware
$302K – – –
PCA
415
Personal Capital Advisors
California
$300K +$8.33K +78 +3%
TAIM
416
TD Ameritrade Investment Management
Nebraska
$298K -$72.4K -678 -19%
CFD
417
Creative Financial Designs
Indiana
$297K +$260K +2,435 +629%
ONB
418
Old National Bancorp
Indiana
$296K +$50.2K +470 +20%
KCM
419
Kanawha Capital Management
Virginia
$295K -$3.2K -30 -1%
ZF
420
Zhang Financial
Michigan
$294K – – –
DC
421
Davenport & Co
Virginia
$293K +$11.9K +111 +4%
HH
422
Hilltop Holdings
Texas
$285K – – –
PWP
423
Personal Wealth Partners
Minnesota
$285K +$107 +1 +0%
FMWA
424
Forvis Mazars Wealth Advisors
Missouri
$284K +$107 +1 +0%
MWM
425
Modera Wealth Management
New Jersey
$284K +$288K +2,696 New
15 16
17
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