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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
426
Capital Square
Tennessee
$369K – – –
WFAG
427
Wescott Financial Advisory Group
Pennsylvania
$369K +$363K +3,368 New
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K -$71.2K -660 -17%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$365K -$379K -3,515 -51%
MBTD
430
Mechanics Bank - Trust Department
California
$358K – – –
KPWS
431
Kestra Private Wealth Services
Texas
$356K -$14K -130 -4%
MP
432
McDonald Partners
Ohio
$355K +$349K +3,234 New
VIA
433
Vickerman Investment Advisors
Washington
$354K -$58.9K -546 -14%
WB
434
WesBanco Bank
West Virginia
$353K -$20K -185 -5%
DC
435
Davenport & Co
Virginia
$351K +$6.04K +56 +2%
TW
436
Transform Wealth
Colorado
$349K -$12.6K -117 -4%
ES
437
Eagle Strategies
New York
$348K -$14.2K -132 -4%
KIA
438
KCM Investment Advisors
California
$345K – – –
PCA
439
Personal Capital Advisors
California
$344K -$19.4K -180 -5%
BRWM
440
B. Riley Wealth Management
Tennessee
$341K +$74.8K +693 +29%
FFA
441
Freedman Financial Associates
Massachusetts
$340K +$21.6K +200 +7%
FT
442
Fiduciary Trust
Massachusetts
$339K -$10.8K -100 -3%
PWW
443
Pettyjohn Wood & White
Virginia
$338K – – –
SB
444
Strategic Blueprint
Georgia
$338K +$94.2K +873 +40%
MI
445
Moneywise Inc
Virginia
$328K -$77.2K -715 -19%
CCB
446
Country Club Bank
Missouri
$326K +$317K +2,935 New
RWP
447
Revolve Wealth Partners
New Jersey
$323K -$19.3K -179 -6%
AHB
448
Abner Herrman & Brock
New Jersey
$323K – – –
OCM
449
Orser Capital Management
Texas
$322K +$317K +2,935 New
CFS
450
CRA Financial Services
New Jersey
$321K +$4.42K +41 +1%
16 17
18
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