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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
451
Retirement Planning Company of New England
Rhode Island
$296K +$292K +2,680 New
BHWM
452
Bar Harbor Wealth Management
New Hampshire
$295K – – –
FNBTCON
453
First National Bank & Trust Co of Newtown
Pennsylvania
$293K – – –
SW
454
SVB Wealth
Massachusetts
$291K – – –
ONB
455
Old National Bancorp
Indiana
$290K – – –
PWM
456
PBMares Wealth Management
Virginia
$288K +$979 +9 +0.3%
5L
457
55I LLC
Massachusetts
$287K +$282K +2,587 New
CFGS
458
Concourse Financial Group Securities
Alabama
$286K – – –
AWA
459
Arkadios Wealth Advisors
Georgia
$286K +$56.1K +516 +25%
HTC
460
Haverford Trust Company
Pennsylvania
$285K +$15.7K +144 +6%
CSIC
461
Clifford Swan Investment Counsel
California
$284K -$50.1K -460 -15%
M
462
MOTCO
Texas
$281K – – –
SIS
463
SVB Investment Services
Utah
$280K +$218 +2 +0.1%
BSSFA
464
Baron Silver Stevens Financial Advisors
Florida
$278K – – –
OCM
465
Objective Capital Management
Ohio
$278K +$274K +2,516 New
NCM
466
Narwhal Capital Management
Georgia
$277K – – –
EWM
467
Endurance Wealth Management
Rhode Island
$275K -$1.09K -10 -0.4%
MA
468
MAS Advisors
Florida
$272K +$268K +2,462 New
MA
469
MKT Advisors
California
$272K +$283K +2,600 New
BS
470
Boenning & Scattergood
Pennsylvania
$271K +$109 +1 +0%
MWM
471
Mission Wealth Management
California
$270K – – –
ICM
472
IMS Capital Management
Oregon
$269K – – –
AF
473
Alerus Financial
North Dakota
$268K -$17.3K -159 -6%
BRWM
474
B. Riley Wealth Management
Tennessee
$268K -$3.48K -32 -1%
BBHC
475
Brown Brothers Harriman & Co
New York
$268K – – –
17 18
19
20 21