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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
401
Country Club Trust
Missouri
$333K – – –
MP
402
McDonald Partners
Ohio
$333K – – –
KPWS
403
Kestra Private Wealth Services
Texas
$329K -$8.3K -79 -2%
FT
404
Fiduciary Trust
Massachusetts
$328K -$18.9K -180 -5%
KIA
405
KCM Investment Advisors
California
$326K – – –
FWM
406
Frontier Wealth Management
Missouri
$319K -$113K -1,075 -26%
CFS
407
CRA Financial Services
New Jersey
$318K – – –
PWW
408
Pettyjohn Wood & White
Virginia
$317K -$4.2K -40 -1%
DT
409
Diversified Trust
Tennessee
$311K +$317K +3,017 New
IFG
410
Independent Financial Group
California
$311K -$84.6K -805 -21%
PA
411
PSI Advisors
Florida
$298K -$8.41K -80 -3%
IWM
412
IHT Wealth Management
Illinois
$297K +$40.3K +384 +15%
V
413
Veritable
Delaware
$295K – – –
KCM
414
Kanawha Capital Management
Virginia
$288K – – –
ZF
415
Zhang Financial
Michigan
$287K – – –
HH
416
Hilltop Holdings
Texas
$279K – – –
PWP
417
Personal Wealth Partners
Minnesota
$279K +$105 +1 +0%
CST
418
Charles Schwab Trust
Nevada
$278K – – –
SS
419
Sunbelt Securities
Texas
$278K – – –
BHWM
420
Bar Harbor Wealth Management
New Hampshire
$275K -$1.05K -10 -0.4%
AMG
421
Advisors Management Group
Wisconsin
$275K – – –
FNBTCON
422
First National Bank & Trust Co of Newtown
Pennsylvania
$273K – – –
SW
423
SVB Wealth
Massachusetts
$272K +$5.67K +54 +2%
ONB
424
Old National Bancorp
Indiana
$270K -$20K -190 -7%
CFA
425
Carroll Financial Associates
North Carolina
$268K – – –
15 16
17
18 19