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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$108K +$17.7K +225 +22%
SSC
427
Syverson Strege & Co
Iowa
$104K +$94.5K +1,204 New
HWA
428
HCR Wealth Advisors
California
$99K +$57.3K +730 +114%
PFBT
429
Parkside Financial Bank & Trust
Missouri
$97K – – –
SFS
430
Sowell Financial Services
Arkansas
$88K -$50.9K -649 -39%
GAM
431
Gemmer Asset Management
California
$88K – – –
AFG
432
Albion Financial Group
Utah
$86K +$78.4K +1,000 New
FPB
433
First PREMIER Bank
South Dakota
$82K – – –
TFO
434
Tarbox Family Office
California
$82K – – –
SAM
435
S.A. Mason
Michigan
$76K +$69K +880 New
ST
436
Smithfield Trust
Pennsylvania
$74K – – –
HIA
437
Harbor Investment Advisory
Maryland
$74K +$3.14K +40 +5%
ONST
438
Old North State Trust
North Carolina
$71K – – –
VFA
439
Valeo Financial Advisors
Indiana
$71K – – –
CHA
440
Carmichael Hill & Associates
Maryland
$69K – – –
LB
441
Legacy Bridge
Iowa
$69K – – –
PMFA
442
Plante Moran Financial Advisors
Michigan
$64K – – –
RDFA
443
Ritter Daniher Financial Advisory
Ohio
$64K +$58.4K +744 New
MF
444
Manchester Financial
California
$58K – – –
BCA
445
Berman Capital Advisors
Georgia
$58K +$314 +4 +0.6%
SIC
446
Salem Investment Counselors
North Carolina
$58K +$52.9K +674 New
CFFP
447
Center for Financial Planning
Michigan
$57K -$7.06K -90 -12%
TIM
448
Tortoise Investment Management
New York
$57K – – –
BDWCC
449
B&D White Capital Company
Texas
$56K +$51K +650 New
KTC
450
Kistler-Tiffany Companies
Pennsylvania
$55K +$235 +3 +0.5%
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