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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
CX Institutional
Indiana
$28K – – –
PCFFS
752
Pacific Center for Financial Services
California
$27.2K – – –
QWM
753
Quaker Wealth Management
New Jersey
$26.8K +$25.5K +217 New
CFP
754
Comprehensive Financial Planning
Pennsylvania
$25.9K +$235 +2 +1%
OCM
755
Orion Capital Management
California
$24.7K – – –
SCA
756
Stuart Chaussee & Associates
California
$23.7K – – –
NSIM
757
North Star Investment Management
Illinois
$23.1K -$3.53K -30 -14%
DF
758
Dunhill Financial
United Kingdom
$22.8K – – –
USB
759
Union Savings Bank
Connecticut
$21.9K – – –
PC
760
Promus Capital
Illinois
$20.6K +$19.6K +167 New
AIM
761
Anchor Investment Management
South Carolina
$20.4K +$19.4K +165 New
HR
762
Howe & Rusling
New York
$19.7K +$13.6K +116 +270%
HHGA
763
Halbert Hargrove Global Advisors
California
$19.2K -$3.88K -33 -18%
RPCA
764
Running Point Capital Advisors
California
$17.8K – – –
BA
765
Bristlecone Advisors
Washington
$17.4K – – –
SN
766
Sittner & Nelson
Oregon
$17.2K – – –
DWM
767
Darwin Wealth Management
Florida
$17.1K – – –
TFG
768
Team Financial Group
California
$16.6K +$15.8K +134 New
CAM
769
Creekmur Asset Management
Illinois
$16.1K -$706 -6 -4%
WPA
770
West Paces Advisors
Georgia
$16.1K +$15.3K +130 New
TCM
771
Tradewinds Capital Management
Washington
$15.9K – – –
SC
772
Steph & Co
Wisconsin
$14.8K – – –
AIC
773
Archer Investment Corporation
Indiana
$14.7K +$118 +1 +0.8%
PP
774
Pacifica Partners
Canada
$14.2K – – –
PCM
775
Perritt Capital Management
Illinois
$13K +$118 +1 +1%
29 30
31
32 33