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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
476
JFG Wealth Management
Colorado
$233K – – –
BHWM
477
Bar Harbor Wealth Management
New Hampshire
$232K -$9.99K -98 -4%
SFG
478
Sage Financial Group
Pennsylvania
$232K +$251K +2,457 New
TAIM
479
TD Ameritrade Investment Management
Nebraska
$230K -$41.6K -408 -14%
BBHC
480
Brown Brothers Harriman & Co
New York
$229K – – –
HTC
481
Haverford Trust Company
Pennsylvania
$229K – – –
ICM
482
IMS Capital Management
Oregon
$229K – – –
BONH
483
Bank of New Hampshire
New Hampshire
$228K – – –
BSSFA
484
Baron Silver Stevens Financial Advisors
Florida
$228K – – –
FRA
485
Frank Rimerman Advisors
California
$228K – – –
HIMC
486
Heritage Investors Management Corp
Maryland
$227K +$2.14K +21 +0.9%
NAS
487
Nicolet Advisory Services
Wisconsin
$225K -$2.35K -23 -1%
VNA
488
Valley National Advisers
Pennsylvania
$225K – – –
PSF
489
Pacific Sun Financial
California
$223K – – –
SIA
490
Schechter Investment Advisors
Michigan
$223K +$240K +2,357 New
LWM
491
Laidlaw Wealth Management
New York
$221K +$239K +2,339 New
AWA
492
Amplius Wealth Advisors
Pennsylvania
$219K +$237K +2,327 New
RWM
493
Rockwood Wealth Management
Pennsylvania
$216K +$918 +9 +0.4%
AB
494
Atlas Brown
Kentucky
$214K -$5.51K -54 -2%
M
495
MOTCO
Texas
$214K – – –
CWM
496
ClientFirst Wealth Management
Arkansas
$213K – – –
PIMG
497
Patriot Investment Management Group
Tennessee
$211K -$3.37K -33 -1%
NB
498
Nicolet Bankshares
Wisconsin
$211K +$228K +2,236 New
CT
499
Columbia Trust
Oregon
$210K +$15.3K +150 +7%
FIA
500
Foundations Investment Advisors
Arizona
$210K +$227K +2,225 New
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