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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
501
Carolinas Wealth Consulting
North Carolina
$287K -$4.88K -41 -2%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K -$25K -210 -8%
VNA
503
Valley National Advisers
Pennsylvania
$286K -$2.14K -18 -0.8%
PGA
504
Portland Global Advisors
Maine
$286K -$2.85K -24 -1%
AWM
505
AE Wealth Management
Kansas
$284K -$14K -118 -5%
AF
506
Advisornet Financial
Minnesota
$279K -$156K -1,315 -37%
PIMG
507
Patriot Investment Management Group
Tennessee
$278K – – –
GWP
508
Gen-Wealth Partners
Michigan
$277K – – –
WPW
509
Waldron Private Wealth
Pennsylvania
$274K +$2.62K +22 +1%
HFO
510
Heritage Family Offices
Arizona
$274K +$1.66K +14 +0.6%
MSAM
511
Moloney Securities Asset Management
Missouri
$273K +$17.7K +149 +7%
VIA
512
Vickerman Investment Advisors
Washington
$273K -$1.19K -10 -0.5%
FTUS
513
Flow Traders U.S.
New York
$271K -$344K -2,890 -57%
EW
514
Enzi Wealth
Texas
$271K +$257K +2,160 New
CFG
515
Clayton Financial Group
Missouri
$266K -$209K -1,755 -45%
CFG
516
Cosner Financial Group
Colorado
$266K – – –
PFA
517
Petra Financial Advisors
Colorado
$266K – – –
LA
518
LexAurum Advisors
Kansas
$266K – – –
ICM
519
IMS Capital Management
Oregon
$265K – – –
MG
520
Mather Group
Illinois
$265K -$48.9K -411 -16%
RWP
521
RWA Wealth Partners
Massachusetts
$265K +$7.37K +62 +3%
FNBTCON
522
First National Bank & Trust Co of Newtown
Pennsylvania
$265K – – –
EWA
523
EverSource Wealth Advisors
Alabama
$263K -$66.1K -556 -21%
FCB
524
First County Bank
Connecticut
$263K +$253K +2,125 New
HNB
525
Hilltop National Bank
Wyoming
$262K – – –
19 20
21
22 23