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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
$77.1K – – –
AIP
602
Ahrens Investment Partners
Louisiana
$77K +$80K +749 New
BL
603
Balentine LLC
Georgia
$76.6K -$93K -870 -54%
TAM
604
Townsend Asset Management
North Carolina
$74.5K – – –
FMTCOCP
605
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K +$22.4K +210 +43%
TCWA
606
Ten Capital Wealth Advisors
Washington
$69K +$71.7K +671 New
MIA
607
Milestone Investment Advisors
Wisconsin
$68.7K – – –
AWM
608
Abound Wealth Management
Tennessee
$68.3K – – –
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$68.3K +$321 +3 +0.5%
CFFP
610
Center for Financial Planning
Michigan
$67.8K – – –
TIM
611
Tortoise Investment Management
New York
$67.4K – – –
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$63.7K – – –
ACA
613
Aptus Capital Advisors
Alabama
$62.3K -$112K -1,046 -63%
TFGT
614
TS Financial Group (TSFG)
Illinois
$61K – – –
CHC
615
City Holding Co
West Virginia
$60.6K – – –
ANBT
616
American National Bank & Trust
Texas
$59.8K – – –
LFG
617
Larson Financial Group
Missouri
$59.8K – – –
EWA
618
EverSource Wealth Advisors
Alabama
$57K -$62.1K -581 -51%
RP
619
Rice Partnership
Hawaii
$54.3K – – –
RDIA
620
RE Dickinson Investment Advisors
Iowa
$53K – – –
CHA
621
Carmichael Hill & Associates
Maryland
$52.6K -$24.6K -230 -31%
AAG
622
Armstrong Advisory Group
Massachusetts
$52K – – –
CFGS
623
Concourse Financial Group Securities
Alabama
$51.2K -$11.8K -110 -18%
PSB
624
Piscataqua Savings Bank
New Hampshire
$48.7K – – –
TWA
625
TCI Wealth Advisors
Arizona
$48.5K -$321 -3 -0.6%
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25
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