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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
426
Davenport & Co
Virginia
$285K +$199 +2 +0.1%
TW
427
Transform Wealth
Colorado
$283K -$3.38K -34 -1%
RIM
428
Rockbridge Investment Management
New York
$282K – – –
ATC
429
Argent Trust Co
Tennessee
$282K – – –
WB
430
WesBanco Bank
West Virginia
$277K -$7.57K -76 -2%
TWP
431
Tempus Wealth Planning
California
$276K +$306K +3,072 New
LAS
432
LWM Advisory Services
Florida
$274K -$44K -442 -13%
GJIC
433
Gamble Jones Investment Counsel
California
$270K – – –
FT
434
Fiduciary Trust
Massachusetts
$269K -$9.95K -100 -3%
IWM
435
IHT Wealth Management
Illinois
$269K +$46.8K +470 +19%
NP
436
NorthRock Partners
Minnesota
$267K – – –
HTC
437
Haverford Trust Company
Pennsylvania
$266K +$52K +522 +21%
PTC
438
Private Trust Company
Ohio
$263K – – –
TWP
439
Transparent Wealth Partners
Arkansas
$261K +$2.09K +21 +0.7%
BIM
440
Bridges Investment Management
Nebraska
$260K – – –
V
441
Veritable
Delaware
$258K – – –
CFS
442
CRA Financial Services
New Jersey
$251K -$4.88K -49 -2%
ZF
443
Zhang Financial
Michigan
$251K – – –
PWM
444
Perigon Wealth Management
California
$250K -$16.4K -165 -6%
HBW
445
Hazlett, Burt & Watson
West Virginia
$250K +$4.98K +50 +2%
AWA
446
Arete Wealth Advisors
Illinois
$249K +$275K +2,764 New
CT
447
Cambridge Trust
Massachusetts
$247K -$133K -1,338 -33%
RMDI
448
R.M. Davis Inc
Maine
$245K +$23.8K +239 +10%
HH
449
Hilltop Holdings
Texas
$244K – – –
CST
450
Charles Schwab Trust
Nevada
$243K – – –
16 17
18
19 20