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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
426
Country Trust Bank
Illinois
$14K – – –
TFS
427
TrustCore Financial Services
Tennessee
$14K – – –
JWBC
428
John W. Brooker & Co
California
$13K – – –
EWM
429
Elmwood Wealth Management
California
$11.3K +$11K +146 New
TL
430
TrueWealth LLC
Georgia
$11K – – –
BWM
431
BerganKDV Wealth Management
Minnesota
$10K – – –
FHA
432
Flagship Harbor Advisors
Massachusetts
$10K – – –
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$10K – – –
RFM
434
Royal Fund Management
Florida
$10K +$14.3K +190 New
CFGS
435
Concourse Financial Group Securities
Alabama
$9K – – –
LGWM
436
Litman Gregory Wealth Management
California
$9K – – –
SWM
437
Sugarloaf Wealth Management
Georgia
$9K – – –
IF
438
Ironwood Financial
Arizona
$8K -$10.5K -140 -50%
RP
439
Rice Partnership
Hawaii
$8K – – –
BWM
440
Baystate Wealth Management
Massachusetts
$8K +$150 +2 +1%
SQA
441
Simon Quick Advisors
New Jersey
$8K +$11.3K +150 New
PMFA
442
Plante Moran Financial Advisors
Michigan
$7K +$1.2K +16 +14%
AT
443
Arden Trust
Delaware
$7K +$9.32K +124 New
TAM
444
Townsend Asset Management
North Carolina
$6K -$3.31K -44 -29%
LWM
445
Liberty Wealth Management
California
$6K – – –
PCTC
446
Perkins Coie Trust Company
Washington
$6K – – –
SIS
447
Sound Income Strategies
Florida
$6K – – –
CTC
448
Central Trust Company
Missouri
$5K – – –
TF
449
Tompkins Financial
New York
$5K – – –
MWM
450
MBE Wealth Management
Wisconsin
$5K +$8.12K +108 New
16 17
18
19 20