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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
176
SII Investments
Wisconsin
$354K -$65.9K -1,088 -15%
FT
177
Fiduciary Trust
Massachusetts
$347K +$47.3K +782 +15%
BTS
178
BB&T Securities
Virginia
$319K +$12.2K +202 +4%
FFWA
179
FRG Family Wealth Advisors
Washington
$314K +$324K +5,350 New
HJA
180
Hugh Johnson Advisors
New York
$313K – – –
NFG
181
Nations Financial Group
Iowa
$309K +$319K +5,270 New
FCI
182
Financial Counselors Inc
Kansas
$302K -$6.05K -100 -2%
VKH
183
Virtu KCG Holdings
New York
$299K -$32.5K -536 -10%
AIM
184
Advantage Investment Management
Iowa
$292K -$375K -6,200 -55%
MIC
185
Meridian Investment Counsel
California
$288K +$298K +4,922 New
FNBTCON
186
First National Bank & Trust Co of Newtown
Pennsylvania
$285K – – –
TNB
187
Thomasville National Bank
Georgia
$283K +$292K +4,826 New
WCM
188
Wealthcare Capital Management
Virginia
$282K – – –
GA
189
Geneva Advisors
Illinois
$262K +$18.8K +310 +7%
CIA
190
Capital Investment Advisors
Georgia
$258K -$9.69K -160 -4%
IIM
191
Ipswich Investment Management
Massachusetts
$258K +$266K +4,400 New
CBU
192
CIBC Bank USA
Illinois
$246K – – –
CFA
193
CT Financial Advisors
Pennsylvania
$243K +$11.9K +196 +5%
EWM
194
Evercore Wealth Management
New York
$243K +$21.7K +358 +9%
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$239K +$1.82K +30 +0.7%
JIR
196
James Investment Research
Ohio
$237K – – –
PMG
197
ProVise Management Group
Florida
$233K -$23.7K -392 -9%
FWP
198
FAS Wealth Partners
Kansas
$232K +$240K +3,956 New
SIC
199
Sigma Investment Counselors
Michigan
$231K – – –
QCMC
200
Quantum Capital Management (California)
California
$230K -$13.2K -218 -5%
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