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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
476
CRA Financial Services
New Jersey
$322K – – –
FT
477
Fiduciary Trust
Massachusetts
$321K -$46.2K -405 -13%
HH
478
Hilltop Holdings
Texas
$317K – – –
RA
479
RFG Advisory
Alabama
$311K +$312K +2,737 New
ZF
480
Zhang Financial
Michigan
$305K +$228 +2 +0.1%
LWCFA
481
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$71.9K +630 +33%
PS
482
Principal Securities
Iowa
$303K +$76.8K +673 +34%
AMG
483
Advisors Management Group
Wisconsin
$303K – – –
MG
484
Mather Group
Illinois
$302K +$152K +1,334 +109%
TFS
485
Thoroughbred Financial Services
Tennessee
$302K +$114 +1 +0%
PWM
486
PBMares Wealth Management
Virginia
$300K +$456 +4 +0.2%
AB
487
Atlas Brown
Kentucky
$300K +$1.03K +9 +0.3%
UCB
488
United Community Bank
South Carolina
$298K -$42.7K -374 -12%
RPCONE
489
Retirement Planning Company of New England
Rhode Island
$297K – – –
EFS
490
Essex Financial Services
Connecticut
$297K +$292K +2,563 New
WCA
491
Waypoint Capital Advisors
Minnesota
$296K – – –
BB
492
Busey Bank
Illinois
$294K +$296K +2,592 New
MA
493
MKT Advisors
California
$291K – – –
TW
494
Transform Wealth
Colorado
$290K -$10.8K -95 -4%
IA
495
Insight Advisors
Pennsylvania
$289K +$342 +3 +0.1%
ACA
496
Anchor Capital Advisors
Massachusetts
$289K +$87.5K +767 +43%
WH
497
Willner & Heller
California
$288K +$1.37K +12 +0.5%
IWC
498
Integrated Wealth Concepts
Massachusetts
$281K -$66.5K -583 -19%
CWS
499
Confluence Wealth Services
Pennsylvania
$281K – – –
S
500
SignatureFD
Georgia
$278K – – –
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