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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
401
Cookson Peirce & Co
Pennsylvania
$355K +$383K +3,756 New
WC
402
Weil Company
California
$354K -$11.2K -110 -3%
CAM
403
Close Asset Management
United Kingdom
$353K +$382K +3,741 New
IA
404
Integrity Advisory
Kansas
$345K +$714 +7 +0.2%
WP
405
WealthSource Partners
California
$338K -$47.9K -470 -12%
MHS
406
M Holdings Securities
Oregon
$337K -$180K -1,763 -33%
RWG
407
Ratio Wealth Group
Colorado
$336K – – –
JWCA
408
J.W. Cole Advisors
Florida
$330K -$94.8K -930 -21%
CG
409
Corundum Group
Colorado
$330K – – –
LAS
410
LWM Advisory Services
Florida
$329K -$8.06K -79 -2%
RFA
411
Resurgent Financial Advisors
Georgia
$327K +$353K +3,465 New
TCOV
412
Trust Company of Vermont
Vermont
$323K -$4.39K -43 -1%
AWM
413
Altium Wealth Management
New York
$320K -$9.69K -95 -3%
CS
414
Capital Square
Tennessee
$318K – – –
WFAG
415
Wescott Financial Advisory Group
Pennsylvania
$318K +$306 +3 +0.1%
VIA
416
Vickerman Investment Advisors
Washington
$315K -$11.8K -116 -3%
SB
417
Strategic Blueprint
Georgia
$314K +$25K +245 +8%
TSW
418
Thompson Siegel & Walmsley
Virginia
$314K +$242K +2,373 +250%
MBTD
419
Mechanics Bank - Trust Department
California
$309K – – –
PCA
420
Personal Capital Advisors
California
$308K +$12.6K +124 +4%
PWW
421
Pettyjohn Wood & White
Virginia
$308K +$18.4K +180 +6%
MP
422
McDonald Partners
Ohio
$305K – – –
IFG
423
Independent Financial Group
California
$304K -$158K -1,554 -33%
FCFC
424
First Commonwealth Financial Corp
Pennsylvania
$302K -$27.5K -270 -8%
RCG
425
Resource Consulting Group
Florida
$300K -$470K -4,612 -59%
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17
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