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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
551
West Bancorporation
Iowa
$154K -$6.37K -59 -4%
EI
552
Ellevest Inc
New York
$152K +$4.1K +38 +3%
SMA
553
Sage Mountain Advisors
Georgia
$147K – – –
JGIA
554
Jackson Grant Investment Advisers
Connecticut
$147K +$540 +5 +0.4%
CIA
555
Choate Investment Advisors
Massachusetts
$142K – – –
LAS
556
Lloyd Advisory Services
Georgia
$141K +$126K +1,167 +957%
GWM
557
Geneos Wealth Management
Colorado
$137K -$360K -3,338 -73%
CWP
558
Concord Wealth Partners
Virginia
$133K -$13.5K -125 -9%
SSC
559
Syverson Strege & Co
Iowa
$132K – – –
LB
560
Legacy Bridge
Iowa
$130K – – –
DI
561
Disciplined Investments
Oklahoma
$125K -$7.55K -70 -6%
PFBT
562
Parkside Financial Bank & Trust
Missouri
$125K – – –
BFEC
563
Benjamin F. Edwards & Company
Missouri
$118K -$34K -315 -23%
WPWM
564
Western Pacific Wealth Management
Illinois
$115K +$5.4K +50 +5%
SMG
565
Spectrum Management Group
Indiana
$112K -$38.9K -360 -26%
COCM
566
Charter Oak Capital Management
New Hampshire
$112K – – –
TFO
567
Tarbox Family Office
California
$106K +$324 +3 +0.3%
TSW
568
Thompson Siegel & Walmsley
Virginia
$104K -$1.69M -15,688 -94%
MHR
569
Matthew Hamilton Rosenberg
$102K – – –
AIP
570
Ahrens Investment Partners
Louisiana
$99K – – –
AFG
571
Albion Financial Group
Utah
$99K – – –
SAM
572
S.A. Mason
Michigan
$96K – – –
CIAS
573
Capital Investment Advisory Services
North Carolina
$91K +$27.8K +258 +45%
GEA
574
Glen Eagle Advisors
New Jersey
$88.8K +$30.2K +280 +53%
CHA
575
Carmichael Hill & Associates
Maryland
$86K +$108 +1 +0.1%
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