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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
401
Triangle Securities Wealth Management
North Carolina
$568K +$4.79K +35 +0.8%
NGA
402
Naples Global Advisors
Florida
$554K – – –
AA
403
Ancora Advisors
Ohio
$553K – – –
CPC
404
Cookson Peirce & Co
Pennsylvania
$552K +$19.7K +144 +4%
FCAS
405
First Command Advisory Services
Texas
$550K -$32.2K -235 -5%
CAG
406
Crestwood Advisors Group
Massachusetts
$550K +$79.8K +583 +16%
CCMG
407
Clark Capital Management Group
Pennsylvania
$550K -$48.1K -351 -8%
CIA
408
Capital Investment Advisors
Georgia
$550K +$9.18K +67 +2%
ACA
409
Anchor Capital Advisors
Massachusetts
$542K -$782K -5,710 -58%
BFA
410
Beaumont Financial Advisors
Massachusetts
$539K -$1.92K -14 -0.3%
BFAG
411
Blackston Financial Advisory Group
Florida
$537K -$94.9K -693 -15%
IA
412
IFG Advisors
Missouri
$531K +$137 +1 +0%
IAA
413
Ironsides Asset Advisors
North Carolina
$530K – – –
RWM
414
Riverbend Wealth Management
South Carolina
$530K – – –
WFM
415
Wolff Financial Management
Michigan
$530K – – –
BFS
416
Bradley Foster & Sargent
Connecticut
$527K – – –
AL
417
Aspiriant LLC
California
$527K – – –
MCM
418
MV Capital Management
Maryland
$524K -$10.4K -76 -2%
HI
419
Hyundai Investments
South Korea
$523K -$75K -548 -12%
RSA
420
River Street Advisors
Illinois
$518K +$35.6K +260 +7%
PCA
421
Purkiss Capital Advisors
Connecticut
$518K -$54.1K -395 -9%
TRCT
422
Tower Research Capital (TRC)
New York
$515K +$533K +3,890 New
FFWA
423
FRG Family Wealth Advisors
Washington
$515K – – –
PS
424
Principal Securities
Iowa
$514K +$72.6K +530 +16%
CWM
425
Calamos Wealth Management
Illinois
$512K +$108K +786 +26%
15 16
17
18 19