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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
Townsend Asset Management
North Carolina
$80K – – –
CFFP
552
Center for Financial Planning
Michigan
$73K – – –
TIM
553
Tortoise Investment Management
New York
$73K – – –
KTC
554
Kistler-Tiffany Companies
Pennsylvania
$72K +$326 +3 +0.5%
HI
555
Harbour Investments
Wisconsin
$70K -$145K -1,336 -68%
SSB
556
Sandy Spring Bank
Maryland
$70K +$23.5K +216 +53%
AW
557
Alaethes Wealth
Nevada
$68K – – –
AC
558
AlphaCore Capital
California
$66K – – –
TFGT
559
TS Financial Group (TSFG)
Illinois
$66K +$10.9K +100 +20%
MIM
560
Macroview Investment Management
Maryland
$65K -$4.03K -37 -6%
RIA
561
Richwood Investment Advisors
Ohio
$65K +$64.2K +590 New
KFI
562
Key Financial Inc
Pennsylvania
$64K – – –
LFG
563
Larson Financial Group
Missouri
$64K – – –
CIAS
564
Capital Investment Advisory Services
North Carolina
$63K – – –
CHC
565
City Holding Co
West Virginia
$63K +$14.7K +135 +30%
LPP
566
Life Planning Partners
Florida
$63K +$61.4K +564 New
BWM
567
BerganKDV Wealth Management
Minnesota
$62K +$30.8K +283 +102%
S
568
SignatureFD
Georgia
$61K – – –
SC
569
Steph & Co
Wisconsin
$61K – – –
GEA
570
Glen Eagle Advisors
New Jersey
$58.7K – – –
RP
571
Rice Partnership
Hawaii
$58K – – –
CFN
572
Cordasco Financial Network
Florida
$57K – – –
FF
573
FourThought Financial
Florida
$55K – – –
PMFA
574
Plante Moran Financial Advisors
Michigan
$55K +$19.6K +180 +57%
FFWM
575
Future Financial Wealth Management
Ohio
$55K +$53.8K +494 New
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