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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
426
Rice Partnership
Hawaii
$10K – – –
PMFA
427
Plante Moran Financial Advisors
Michigan
$9K – – –
PCTC
428
Perkins Coie Trust Company
Washington
$7K – – –
SIS
429
Sound Income Strategies
Florida
$7K – – –
TAM
430
Townsend Asset Management
North Carolina
$7K – – –
TF
431
Tompkins Financial
New York
$6K – – –
JPLA
432
Joseph P. Lucia & Associates
New York
$5K – – –
MFT
433
Moisand Fitzgerald Tamayo
Florida
$5K – – –
MAM
434
Meeder Asset Management
Ohio
$5K +$4.26K +68 New
CWC
435
Carolinas Wealth Consulting
North Carolina
$5K +$4.52K +72 New
WFMPM
436
Woodley Farra Manion Portfolio Management
Indiana
$5K +$4.77K +76 New
RCA
437
Rowland Carmichael Advisors
Arizona
$4K – – –
LWA
438
Lenox Wealth Advisors
New York
$4K +$3.39K +54 New
AIC
439
Archer Investment Corporation
Indiana
$3.85K – – –
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59K – – –
KFS
441
Kelly Financial Services
Massachusetts
$3.25K – – –
AA
442
Ancora Advisors
Ohio
$3K -$2.01K -32 -44%
RMC
443
Resources Management Corp
Connecticut
$3K – – –
SFSIG
444
San Francisco Sentry Investment Group
California
$2K -$23K -366 -91%
ACA
445
Aptus Capital Advisors
Alabama
$2K – – –
HI
446
Hudock Inc
Pennsylvania
$2K – – –
IA
447
Independence Advisors
Pennsylvania
$2K – – –
PCFFS
448
Pacific Center for Financial Services
California
$2K +$2.13K +34 New
TSW
449
Thompson Siegel & Walmsley
Virginia
$1K -$1.08M -17,212 -100%
GI
450
Gradient Investments
Minnesota
$1K +$502 +8 New
16 17
18
19 20