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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
$283K – – –
HIMC
502
Heritage Investors Management Corp
Maryland
$282K – – –
QCM
503
QRG Capital Management
Illinois
$282K -$108K -960 -29%
BSSFA
504
Baron Silver Stevens Financial Advisors
Florida
$281K -$5.18K -46 -2%
VNA
505
Valley National Advisers
Pennsylvania
$279K +$2.81K +25 +1%
PTC
506
Private Trust Company
Ohio
$278K -$103K -918 -28%
MWM
507
Meridian Wealth Management
Kentucky
$277K +$1.24K +11 +0.5%
RWM
508
Rockwood Wealth Management
Pennsylvania
$277K -$10.7K -95 -4%
CL
509
Choreo LLC
Illinois
$276K -$901 -8 -0.3%
PGA
510
Portland Global Advisors
Maine
$276K – – –
CA
511
CoreCap Advisors
Michigan
$275K -$5.86K -52 -2%
MWM
512
Mattern Wealth Management
Kansas
$273K +$3.04K +27 +1%
IW
513
Imprint Wealth
South Carolina
$273K +$262K +2,330 New
SSB
514
Sandy Spring Bank
Maryland
$273K +$71.4K +634 +38%
PIMG
515
Patriot Investment Management Group
Tennessee
$266K – – –
VIA
516
Vickerman Investment Advisors
Washington
$264K -$563 -5 -0.2%
GWP
517
Gen-Wealth Partners
Michigan
$262K +$249K +2,215 New
WPW
518
Waldron Private Wealth
Pennsylvania
$260K +$11.3K +100 +5%
RP
519
Riverwater Partners
Wisconsin
$259K – – –
HWMA
520
Heritage Wealth Management (Arizona)
Arizona
$259K – – –
CFG
521
Cosner Financial Group
Colorado
$259K -$113 -1 -0%
PFA
522
Petra Financial Advisors
Colorado
$254K – – –
LA
523
LexAurum Advisors
Kansas
$254K +$32.3K +287 +15%
ICM
524
IMS Capital Management
Oregon
$254K – – –
FNBTCON
525
First National Bank & Trust Co of Newtown
Pennsylvania
$253K – – –
19 20
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