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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
501
KCM Investment Advisors
California
$273K – – –
AAS
502
Ameritas Advisory Services
Nebraska
$272K -$174K -1,690 -41%
CA
503
CoreCap Advisors
Michigan
$271K +$1.44K +14 +0.6%
HIMC
504
Heritage Investors Management Corp
Maryland
$271K – – –
SAG
505
SageView Advisory Group
California
$271K +$247K +2,400 New
CL
506
Choreo LLC
Illinois
$267K +$241K +2,344 New
LWM
507
Lyell Wealth Management
California
$267K -$7.71K -75 -3%
SW
508
SVB Wealth
Massachusetts
$267K +$34.8K +338 +17%
PGA
509
Portland Global Advisors
Maine
$266K +$240K +2,336 New
VNA
510
Valley National Advisers
Pennsylvania
$266K – – –
MWM
511
Meridian Wealth Management
Kentucky
$266K -$235K -2,287 -50%
MWM
512
Mattern Wealth Management
Kansas
$260K – – –
NSG
513
Nalls Sherbakoff Group
Tennessee
$258K – – –
DIA
514
Dana Investment Advisors
Wisconsin
$258K -$14.9K -145 -6%
ZF
515
Zhang Financial
Michigan
$257K – – –
FMWA
516
Forvis Mazars Wealth Advisors
Missouri
$256K +$1.85K +18 +0.8%
PIMG
517
Patriot Investment Management Group
Tennessee
$256K – – –
VIA
518
Vickerman Investment Advisors
Washington
$255K -$3.5K -34 -1%
BCM
519
Brookstone Capital Management
Illinois
$255K -$170K -1,658 -43%
RP
520
Riverwater Partners
Wisconsin
$250K -$68.9K -670 -23%
HWMA
521
Heritage Wealth Management (Arizona)
Arizona
$249K +$225K +2,188 New
CFG
522
Cosner Financial Group
Colorado
$249K -$5.41M -52,610 -96%
HI
523
Harbour Investments
Wisconsin
$248K – – –
PFA
524
Petra Financial Advisors
Colorado
$245K – – –
ICM
525
IMS Capital Management
Oregon
$245K – – –
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