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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
176
Affinity Wealth Management
Delaware
$623K +$34.4K +520 +6%
PWAP
177
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$603K +$396 +6 +0.1%
WT
178
Whittier Trust
California
$601K – – –
AFP
179
Ausdal Financial Partners
Iowa
$596K -$172K -2,596 -22%
PBO
180
Peoples Bank (Ohio)
Ohio
$596K -$3.3K -50 -0.6%
AC
181
Alexandria Capital
Virginia
$590K +$396 +6 +0.1%
RIA
182
Regal Investment Advisors
Michigan
$580K -$52.6K -796 -8%
CCM
183
Coldstream Capital Management
Washington
$580K – – –
BPCA
184
Bank Pictet & Cie (Asia)
Singapore
$559K – – –
TNB
185
Thomasville National Bank
Georgia
$549K +$26.4K +400 +5%
VIA
186
Vantage Investment Advisors
Pennsylvania
$543K +$65K +984 +14%
BTNA
187
Bremer Trust National Association
Minnesota
$526K -$11.9K -180 -2%
ICOA
188
Investment Centers of America
North Dakota
$523K +$54.1K +818 +12%
TW
189
Transform Wealth
Colorado
$515K +$37.3K +564 +8%
NFG
190
Next Financial Group
Texas
$507K +$195K +2,958 +63%
MG
191
Mather Group
Illinois
$488K +$24.3K +368 +5%
RG
192
Rikoon Group
New Mexico
$468K +$466K +7,048 New
KCM
193
Kanawha Capital Management
Virginia
$467K -$3.96K -60 -0.8%
PIM
194
Parker Investment Management
California
$465K -$4.76K -72 -1%
BHBT
195
Burke & Herbert Bank & Trust
Virginia
$461K -$55.5K -840 -11%
HCA
196
Harbour Capital Advisors
Virginia
$446K – – –
BAS
197
Brown Advisory Securities
Maryland
$446K +$133K +2,006 +43%
JIC
198
Johnson Investment Counsel
Ohio
$436K -$9.25K -140 -2%
NFG
199
Nations Financial Group
Iowa
$429K +$31.6K +478 +8%
KIA
200
KCM Investment Advisors
California
$428K -$7K -106 -2%
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