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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Segment Wealth Management
Texas
$843K – – –
VFS
152
VSR Financial Services
Kansas
$818K -$4.1M -65,158 -84%
IIM
153
Ipswich Investment Management
Massachusetts
$818K +$528K +8,384 +191%
FIM
154
Freedom Investment Management
Connecticut
$803K +$99.4K +1,580 +14%
BRWA
155
B. Riley Wealth Advisors
Florida
$793K +$46.3K +736 +6%
AWA
156
Arete Wealth Advisors
Illinois
$787K +$773K +12,290 New
ICAS
157
Investors Capital Advisory Services
Massachusetts
$754K +$12K +190 +2%
RC
158
RegentAtlantic Capital
New Jersey
$744K – – –
AFP
159
Ausdal Financial Partners
Iowa
$740K -$26.4K -420 -4%
VKH
160
Virtu KCG Holdings
New York
$697K +$390K +6,200 +132%
GWM
161
Geneos Wealth Management
Colorado
$693K -$64.3K -1,022 -9%
HFS
162
HL Financial Services
Kentucky
$690K +$17.6K +280 +3%
NPC
163
National Planning Corporation
California
$685K -$1.87M -29,704 -74%
CG
164
Colony Group
Massachusetts
$667K -$312K -4,964 -32%
MCM
165
MV Capital Management
Maryland
$667K +$562K +8,938 +604%
LWM
166
LBA Wealth Management
Florida
$655K +$1.89K +30 +0.3%
SDWMA
167
Schneider Downs Wealth Management Advisors
Pennsylvania
$648K -$112K -1,784 -15%
CA
168
Cetera Advisors
Colorado
$645K +$1.13K +18 +0.2%
PAM
169
Peak Asset Management
Colorado
$621K – – –
BFA
170
Bragg Financial Advisors
North Carolina
$610K -$23K -366 -4%
SB
171
Suntrust Banks
Georgia
$610K +$184K +2,932 +44%
RIA
172
Regal Investment Advisors
Michigan
$609K +$210K +3,330 +54%
RPG
173
Risk Paradigm Group
Texas
$604K -$861K -13,680 -59%
PWAP
174
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$580K -$50.1K -796 -8%
WT
175
Whittier Trust
California
$579K – – –
5 6
7
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