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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
451
Oxinas Partners Wealth Management
Indiana
$241K +$266K +2,673 New
ONB
452
Old National Bancorp
Indiana
$241K +$267K +2,679 New
AMG
453
Advisors Management Group
Wisconsin
$240K – – –
MI
454
Moneywise Inc
Virginia
$239K -$34.3K -345 -11%
RPCONE
455
Retirement Planning Company of New England
Rhode Island
$239K – – –
FNBTCON
456
First National Bank & Trust Co of Newtown
Pennsylvania
$238K – – –
CWM
457
ClientFirst Wealth Management
Arkansas
$235K – – –
PWM
458
PBMares Wealth Management
Virginia
$235K – – –
MA
459
MKT Advisors
California
$234K – – –
KIA
460
KCM Investment Advisors
California
$231K -$57.2K -575 -18%
LWM
461
Laidlaw Wealth Management
New York
$231K +$22.7K +228 +10%
IA
462
Insight Advisors
Pennsylvania
$230K +$398 +4 +0.2%
SFG
463
Sage Financial Group
Pennsylvania
$228K +$7.67K +77 +3%
AHB
464
Abner Herrman & Brock
New Jersey
$225K -$44.4K -446 -15%
NCM
465
Narwhal Capital Management
Georgia
$225K – – –
WH
466
Willner & Heller
California
$225K +$1.79K +18 +0.7%
BS
467
Boenning & Scattergood
Pennsylvania
$224K – – –
VNA
468
Valley National Advisers
Pennsylvania
$224K – – –
MWM
469
Mission Wealth Management
California
$222K -$1.2K -12 -0.5%
JWM
470
JFG Wealth Management
Colorado
$222K – – –
BBHC
471
Brown Brothers Harriman & Co
New York
$222K +$4.58K +46 +2%
BHWM
472
Bar Harbor Wealth Management
New Hampshire
$221K -$1.59K -16 -0.6%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$220K -$9.16K -92 -4%
ICM
474
IMS Capital Management
Oregon
$219K – – –
RWM
475
Rockwood Wealth Management
Pennsylvania
$218K +$13.5K +136 +6%
17 18
19
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