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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
176
Whittier Trust
California
$601K – – –
AFP
177
Ausdal Financial Partners
Iowa
$596K -$172K -2,596 -22%
PBO
178
Peoples Bank (Ohio)
Ohio
$596K -$3.3K -50 -0.6%
AC
179
Alexandria Capital
Virginia
$590K +$396 +6 +0.1%
RIA
180
Regal Investment Advisors
Michigan
$580K -$52.6K -796 -8%
CCM
181
Coldstream Capital Management
Washington
$580K – – –
BPCA
182
Bank Pictet & Cie (Asia)
Singapore
$559K – – –
TNB
183
Thomasville National Bank
Georgia
$549K +$26.4K +400 +5%
VIA
184
Vantage Investment Advisors
Pennsylvania
$543K +$65K +984 +14%
BTNA
185
Bremer Trust National Association
Minnesota
$526K -$11.9K -180 -2%
ICOA
186
Investment Centers of America
North Dakota
$523K +$54.1K +818 +12%
TW
187
Transform Wealth
Colorado
$515K +$37.3K +564 +8%
NFG
188
Next Financial Group
Texas
$507K +$195K +2,958 +63%
MG
189
Mather Group
Illinois
$488K +$24.3K +368 +5%
RG
190
Rikoon Group
New Mexico
$468K +$466K +7,048 New
KCM
191
Kanawha Capital Management
Virginia
$467K -$3.96K -60 -0.8%
PIM
192
Parker Investment Management
California
$465K -$4.76K -72 -1%
BHBT
193
Burke & Herbert Bank & Trust
Virginia
$461K -$55.5K -840 -11%
HCA
194
Harbour Capital Advisors
Virginia
$446K – – –
BAS
195
Brown Advisory Securities
Maryland
$446K +$133K +2,006 +43%
JIC
196
Johnson Investment Counsel
Ohio
$436K -$9.25K -140 -2%
NFG
197
Nations Financial Group
Iowa
$429K +$31.6K +478 +8%
KIA
198
KCM Investment Advisors
California
$428K -$7K -106 -2%
CCB
199
Cutter & Co Brokerage
Missouri
$427K +$101K +1,526 +31%
CA
200
Cambridge Advisors
Nebraska
$421K -$1.19K -18 -0.3%
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