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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
601
Ballast Advisors
Minnesota
$75.6K – – –
CHA
602
Carmichael Hill & Associates
Maryland
$74.8K -$4.79K -48 -6%
TAM
603
Townsend Asset Management
North Carolina
$73.1K – – –
MIA
604
Milestone Investment Advisors
Wisconsin
$67.4K +$66.8K +669 New
AWM
605
Abound Wealth Management
Tennessee
$67K – – –
KTC
606
Kistler-Tiffany Companies
Pennsylvania
$66.7K +$300 +3 +0.5%
CFFP
607
Center for Financial Planning
Michigan
$66.5K – – –
TIM
608
Tortoise Investment Management
New York
$66.1K – – –
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$62.5K +$61.9K +620 New
CFGS
610
Concourse Financial Group Securities
Alabama
$61.3K +$34.9K +350 +136%
TFGT
611
TS Financial Group (TSFG)
Illinois
$60K – – –
CHC
612
City Holding Co
West Virginia
$59.5K – – –
ANBT
613
American National Bank & Trust
Texas
$59K – – –
LFG
614
Larson Financial Group
Missouri
$58.7K -$3K -30 -5%
CPG
615
Cornerstone Planning Group
New Jersey
$58.5K +$55.1K +552 New
CBT
616
CoreFirst Bank & Trust
Kansas
$58.5K +$40.3K +404 +230%
KFI
617
Key Financial Inc
Pennsylvania
$58.1K – – –
PA
618
Parallel Advisors
California
$57.8K – – –
SFA
619
Semmax Financial Advisors
North Carolina
$54K +$49.6K +497 New
RP
620
Rice Partnership
Hawaii
$53.2K – – –
RDIA
621
RE Dickinson Investment Advisors
Iowa
$52K – – –
AC
622
AlphaCore Capital
California
$51.5K – – –
AAG
623
Armstrong Advisory Group
Massachusetts
$51K +$50.5K +506 New
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K – – –
ACA
625
Atlas Capital Advisors
Wyoming
$48.2K +$47.7K +478 New
23 24
25
26 27