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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
476
Macroview Investment Management
Maryland
$37K +$35.3K +430 New
FANJ
477
Financial Architects (New Jersey)
New Jersey
$34K – – –
ZB
478
Zions Bancorporation
Utah
$34K – – –
VCP
479
Verus Capital Partners
Arizona
$32K +$31.1K +378 New
BFC
480
Bedel Financial Consulting
Indiana
$31K – – –
CIM
481
Contravisory Investment Management
Massachusetts
$30K – – –
HI
482
Hudock Inc
Pennsylvania
$29K +$164 +2 +0.6%
CAAS
483
Capital Asset Advisory Services
Michigan
$29K +$28.3K +344 New
HPC
484
HM Payson & Co
Maine
$28K – – –
MCM
485
Manchester Capital Management
Vermont
$26K – – –
SIAP
486
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
AA
487
Ancora Advisors
Ohio
$26K +$24.8K +302 New
GDP
488
Great Diamond Partners
Maine
$26K +$25.3K +308 New
CI
489
Cordant Inc
Oregon
$25K +$23.8K +290 New
HWM
490
Howard Wealth Management
Connecticut
$25K +$24.7K +300 New
CBT
491
Capital Bank & Trust
California
$24K – – –
CB
492
CNB Bank
Pennsylvania
$24K – – –
IBOK
493
Independence Bank of Kentucky
Kentucky
$24K – – –
IF
494
Ironwood Financial
Arizona
$24K – – –
CICI
495
Capital Investment Counsel Inc
North Carolina
$23K – – –
FCM
496
Firestone Capital Management
Florida
$23K +$22.2K +270 New
FP
497
Financial Perspectives
Minnesota
$22.4K +$21.5K +262 New
CTB
498
Country Trust Bank
Illinois
$22K – – –
TFS
499
TrustCore Financial Services
Tennessee
$21K +$9.04K +110 +79%
JWBC
500
John W. Brooker & Co
California
$21K +$20.2K +246 New
18 19
20
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