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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
526
Syverson Strege & Co
Iowa
$114K – – –
TFM
527
TFC Financial Management
Massachusetts
$113K +$116K +1,138 +1,962%
LB
528
Legacy Bridge
Iowa
$112K – – –
PFBT
529
Parkside Financial Bank & Trust
Missouri
$107K – – –
FCAS
530
First Command Advisory Services
Texas
$104K -$41.5K -407 -27%
SMG
531
Spectrum Management Group
Indiana
$97K – – –
COCM
532
Charter Oak Capital Management
New Hampshire
$96K -$1.43K -14 -1%
WPWM
533
Western Pacific Wealth Management
Illinois
$94K -$5.1K -50 -5%
MHR
534
Matthew Hamilton Rosenberg
$89K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$89K +$45.9K +450 +91%
AIP
536
Ahrens Investment Partners
Louisiana
$85K – – –
AFG
537
Albion Financial Group
Utah
$85K – – –
GWM
538
Geneos Wealth Management
Colorado
$84K -$37.8K -371 -30%
CG
539
Cutler Group
California
$84K +$71.4K +700 +350%
AAP
540
Arax Advisory Partners
Colorado
$83K -$34.6M -339,225 -100%
SAM
541
S.A. Mason
Michigan
$83K – – –
SIC
542
Salem Investment Counselors
North Carolina
$83K +$59.5K +583 +198%
CCM
543
Covington Capital Management
California
$81K +$42.7K +419 +95%
CIA
544
Choate Investment Advisors
Massachusetts
$78K -$47.4K -465 -36%
DAC
545
Dividend Assets Capital
South Carolina
$78K +$84.2K +826 New
PSB
546
Piscataqua Savings Bank
New Hampshire
$77K +$59.2K +580 +248%
CHA
547
Carmichael Hill & Associates
Maryland
$75K +$102 +1 +0.1%
FWA
548
FSC Wealth Advisors
New York
$75K +$80.6K +790 New
MIM
549
Macroview Investment Management
Maryland
$74K +$9.28K +91 +13%
BA
550
Ballast Advisors
Minnesota
$73K -$1.33K -13 -2%
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