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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
526
Heritage Investors Management Corp
Maryland
$348K – – –
ES
527
Eagle Strategies
New York
$347K +$990 +7 +0.3%
IIL
528
Insight Inv LLC
California
$346K -$52.6K -372 -14%
CS
529
Capital Square
Tennessee
$345K -$41K -290 -11%
RWM
530
Rockwood Wealth Management
Pennsylvania
$345K – – –
MFG
531
Merit Financial Group
Georgia
$344K -$45.1K -319 -12%
VNA
532
Valley National Advisers
Pennsylvania
$343K – – –
PGA
533
Portland Global Advisors
Maine
$342K – – –
AMG
534
Advisors Management Group
Wisconsin
$341K – – –
RMCM
535
Reynders McVeigh Capital Management
Massachusetts
$340K -$42.4K -300 -12%
HFO
536
Heritage Family Offices
Arizona
$338K +$1.27K +9 +0.4%
PEWA
537
Pacific Excel Wealth Advisors
California
$338K +$324K +2,287 New
TFP
538
Townsend Financial Planning
Kentucky
$338K -$3.68K -26 -1%
BCM
539
Brookstone Capital Management
Illinois
$337K +$7.78K +55 +2%
GFP
540
Guardian Financial Partners
California
$336K +$707 +5 +0.2%
RFM
541
Royal Fund Management
Florida
$335K +$321K +2,270 New
CWM
542
ClientFirst Wealth Management
Arkansas
$334K – – –
PIMG
543
Patriot Investment Management Group
Tennessee
$332K – – –
BI
544
Breachway Investments
Rhode Island
$328K +$9.9K +70 +3%
WPW
545
Waldron Private Wealth
Pennsylvania
$328K – – –
LA
546
LexAurum Advisors
Kansas
$325K +$41.6K +294 +15%
MG
547
Mather Group
Illinois
$324K – – –
TFS
548
Thoroughbred Financial Services
Tennessee
$320K -$19.2K -136 -6%
WPC
549
Wedmont Private Capital
Pennsylvania
$319K +$308K +2,176 New
PFA
550
Petra Financial Advisors
Colorado
$318K – – –
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