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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
501
Horan Capital Advisors
Ohio
$20K – – –
AWM
502
Atticus Wealth Management
Florida
$18K +$17.4K +212 New
CBT
503
Central Bank & Trust
Kentucky
$17K – – –
TL
504
TrueWealth LLC
Georgia
$17K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$16K -$82.2K -1,000 -84%
FHA
506
Flagship Harbor Advisors
Massachusetts
$16K -$3.62K -44 -19%
BWM
507
BerganKDV Wealth Management
Minnesota
$15K – – –
OSNBOA
508
Old Second National Bank of Aurora
Illinois
$15K – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$15K +$657 +8 +5%
EWM
510
Edge Wealth Management
New York
$14K – – –
LGWM
511
Litman Gregory Wealth Management
California
$14K – – –
SWM
512
Sugarloaf Wealth Management
Georgia
$14K +$13.1K +160 New
MCWS
513
McKinley Carter Wealth Services
West Virginia
$14K +$13.5K +164 New
RP
514
Rice Partnership
Hawaii
$13K – – –
LWA
515
Lenox Wealth Advisors
New York
$13K +$12.3K +150 New
TAM
516
Townsend Asset Management
North Carolina
$13K +$12.3K +150 New
BWM
517
Baystate Wealth Management
Massachusetts
$13K +$12.5K +152 New
1NWS
518
1 North Wealth Services
Maryland
$11K +$10.2K +124 New
LWM
519
Liberty Wealth Management
California
$10K – – –
PCTC
520
Perkins Coie Trust Company
Washington
$10K – – –
PMFA
521
Plante Moran Financial Advisors
Michigan
$10K – – –
CTC
522
Central Trust Company
Missouri
$9K – – –
SIS
523
Sound Income Strategies
Florida
$9K +$164 +2 +2%
TF
524
Tompkins Financial
New York
$8K -$24K -292 -77%
MWM
525
Maltin Wealth Management
New Jersey
$8K +$7.89K +96 New
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