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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
151
James Investment Research
Ohio
$276K +$276K +5,450 New
HCA
152
Harbour Capital Advisors
Virginia
$269K +$269K +5,310 New
KA
153
Kovack Advisors
Florida
$262K +$262K +5,174 New
WCM
154
Wealthcare Capital Management
Virginia
$254K +$253K +5,008 New
BOTW
155
Bank of the West
California
$238K +$238K +4,708 New
CBU
156
CIBC Bank USA
Illinois
$228K +$228K +4,498 New
NCM
157
Narwhal Capital Management
Georgia
$223K +$223K +4,400 New
Creative Planning
158
Creative Planning
Kansas
$223K +$223K +4,410 New
BMO
159
Beck Mack & Oliver
New York
$218K +$218K +4,300 New
FCI
160
Financial Counselors Inc
Kansas
$216K +$216K +4,274 New
HJA
161
Hugh Johnson Advisors
New York
$211K +$210K +4,158 New
BRWA
162
B. Riley Wealth Advisors
Florida
$210K +$210K +4,144 New
EWM
163
Evercore Wealth Management
New York
$205K +$205K +4,044 New
PMG
164
ProVise Management Group
Florida
$202K +$202K +3,998 New
DCM
165
Donaldson Capital Management
Indiana
$201K +$201K +3,970 New
HSBC Holdings
166
HSBC Holdings
United Kingdom
$200K +$200K +3,958 New
FNBT
167
FineMark National Bank & Trust
Florida
$126K +$125K +2,470 New
BAM
168
Barrett Asset Management
New York
$121K +$121K +2,388 New
MWP
169
MYCIO Wealth Partners
Pennsylvania
$112K +$112K +2,210 New
M
170
MOTCO
Texas
$110K +$109K +2,164 New
KTC
171
Kistler-Tiffany Companies
Pennsylvania
$110K +$110K +2,180 New
RIA
172
Regal Investment Advisors
Michigan
$96K +$95.6K +1,890 New
PVH
173
Psagot Value Holdings
Israel
$94K +$93.8K +1,854 New
CDIA
174
Capital Directions Investment Advisors
Georgia
$92K +$92K +1,818 New
ST
175
Smithfield Trust
Pennsylvania
$83K +$82.9K +1,638 New
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