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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
176
Intellectus Partners
California
$929K – – –
BHWM
177
Bar Harbor Wealth Management
New Hampshire
$928K -$94.9K -1,216 -9%
BWA
178
BDO Wealth Advisors
Florida
$897K +$326K +4,176 +59%
FI
179
FormulaFolio Investments
Michigan
$891K +$146K +1,868 +20%
WWM
180
Windsor Wealth Management
Indiana
$868K +$846K +10,842 New
CB
181
Commerce Bank
Missouri
$867K -$165K -2,110 -16%
PWAP
182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$860K +$47.8K +612 +6%
AMCA
183
Arthur M. Cohen & Associates
Illinois
$860K +$970K +12,426 New
HA
184
Harborview Advisors
Maine
$840K +$819K +10,498 New
HS
185
Huntington Steele
Pennsylvania
$837K +$2.5K +32 +0.3%
FIM
186
Freedom Investment Management
Connecticut
$833K -$89K -1,140 -10%
RJT
187
Raymond James Trust
Florida
$831K – – –
VIA
188
Vantage Investment Advisors
Pennsylvania
$815K -$10.8K -138 -1%
CAM
189
Covenant Asset Management
New Jersey
$798K -$50.3K -644 -6%
HNB
190
Huntington National Bank
Ohio
$796K – – –
LNC
191
Lincoln National Corp
Pennsylvania
$764K +$745K +9,542 New
TW
192
Transform Wealth
Colorado
$733K -$6.4K -82 -0.9%
PCG
193
Private Capital Group
Connecticut
$721K +$703K +9,004 New
CCM
194
Coldstream Capital Management
Washington
$718K +$19K +244 +3%
BTNA
195
Bremer Trust National Association
Minnesota
$715K -$1.09K -14 -0.2%
MA
196
Mutual Advisors
Nebraska
$708K +$690K +8,846 New
MGIA
197
Matthew Goff Investment Advisor
Texas
$705K – – –
TRCT
198
Tower Research Capital (TRC)
New York
$700K -$379K -4,854 -36%
SCM
199
SOL Capital Management
Maryland
$697K +$276K +3,540 +68%
MG
200
Mather Group
Illinois
$693K -$18.9K -242 -3%
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