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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
576
Bogart Wealth LLC
Virginia
$15K -$5.15K -49 -25%
RCM
577
Rain Capital Management
Oregon
$15K – – –
BL
578
Balentine LLC
Georgia
$14K +$14.3K +136 New
LAS
579
Lloyd Advisory Services
Georgia
$13K – – –
SBL
580
Sargent Bickham Lagudis
Colorado
$13K – – –
LS
581
Leelyn Smith
Illinois
$12K – – –
LWA
582
Lenox Wealth Advisors
New York
$12K – – –
SWM
583
Spire Wealth Management
Virginia
$11K – – –
BCMIO
584
Beacon Capital Management Inc (Ohio)
Ohio
$10K +$10.2K +97 New
CG
585
Cutler Group
California
$10K +$10.5K +100 New
GLLW
586
Graves Light Lenhart Wealth
Virginia
$9K – – –
PCTC
587
Perkins Coie Trust Company
Washington
$9K – – –
TF
588
Tompkins Financial
New York
$9K +$9.25K +88 New
JPLA
589
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
590
Moisand Fitzgerald Tamayo
Florida
$8K – – –
OSAM
591
O'Shaughnessy Asset Management
Connecticut
$8K – – –
PA
592
Parallel Advisors
California
$8K +$8.09K +77 New
MCM
593
MV Capital Management
Maryland
$7K – – –
TFM
594
TFC Financial Management
Massachusetts
$6K – – –
KFS
595
Kelly Financial Services
Massachusetts
$5.14K -$545K -5,182 -99%
UFF
596
USA Financial Formulas
Michigan
$5K -$2.52K -24 -33%
RMC
597
Resources Management Corp
Connecticut
$5K – – –
TCWM
598
Total Clarity Wealth Management
Illinois
$5K +$5.04K +48 New
HWA
599
HHM Wealth Advisors
Tennessee
$5K +$5.57K +53 New
HPC
600
HM Payson & Co
Maine
$4K – – –
22 23
24
25 26