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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
PFS Partners
New Jersey
$135K – – –
BSWA
502
Bromfield Sneider Wealth Advisors
Massachusetts
$130K – – –
WB
503
West Bancorporation
Iowa
$130K – – –
EI
504
Ellevest Inc
New York
$129K +$4.38K +44 +3%
ST
505
Smithfield Trust
Pennsylvania
$128K – – –
HPC
506
HM Payson & Co
Maine
$123K -$3.98K -40 -3%
JGIA
507
Jackson Grant Investment Advisers
Connecticut
$122K +$995 +10 +0.7%
SMA
508
Sage Mountain Advisors
Georgia
$120K – – –
DI
509
Disciplined Investments
Oklahoma
$118K – – –
PA
510
PSI Advisors
Florida
$109K -$161K -1,620 -57%
S
511
SignatureFD
Georgia
$109K – – –
SSC
512
Syverson Strege & Co
Iowa
$108K – – –
TFM
513
TFC Financial Management
Massachusetts
$108K – – –
RIA
514
Realta Investment Advisors
Delaware
$108K +$119K +1,200 New
LB
515
Legacy Bridge
Iowa
$107K – – –
MFC
516
Mechanics Financial Corp
Ohio
$103K -$53.4K -536 -32%
ECG
517
Edge Capital Group
Georgia
$103K +$114K +1,149 New
PFBT
518
Parkside Financial Bank & Trust
Missouri
$102K -$995 -10 -0.9%
MIM
519
Macroview Investment Management
Maryland
$100K +$32.3K +324 +41%
CF
520
Centaurus Financial
California
$100K +$111K +1,116 New
FCAS
521
First Command Advisory Services
Texas
$99K – – –
SSB
522
Sandy Spring Bank
Maryland
$98K +$41.1K +413 +60%
BFEC
523
Benjamin F. Edwards & Company
Missouri
$97K -$4.27M -42,875 -98%
BA
524
Bellwether Advisors
Nebraska
$97K -$204K -2,047 -65%
QCG
525
Quadrant Capital Group
Ohio
$95K +$105K +1,054 New
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