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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
176
Intrust Bank
Kansas
$926K – – –
MWM
177
Mission Wealth Management
California
$892K -$22.7K -272 -2%
PO
178
Private Ocean
California
$881K -$292K -3,496 -25%
CBN
179
Cadence Bank NA
Texas
$871K -$29.9K -358 -3%
HA
180
Harborview Advisors
Maine
$866K -$10K -120 -1%
AF
181
Advisornet Financial
Minnesota
$865K +$812K +9,718 +1,578%
BWA
182
BDO Wealth Advisors
Florida
$861K -$79.3K -950 -8%
KWM
183
Kingsview Wealth Management
Oregon
$860K +$135K +1,614 +19%
HNB
184
Huntington National Bank
Ohio
$848K – – –
KFA
185
Kays Financial Advisory
Georgia
$843K -$5.7M -68,214 -87%
PWAP
186
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$841K -$22.2K -266 -3%
PCG
187
Private Capital Group
Connecticut
$808K – – –
VIA
188
Vantage Investment Advisors
Pennsylvania
$782K – – –
CAM
189
Covenant Asset Management
New Jersey
$768K -$23.7K -284 -3%
MBT
190
Montecito Bank & Trust
California
$766K +$192K +2,298 +34%
CCM
191
Coldstream Capital Management
Washington
$750K – – –
DBRC
192
D.B. Root & Company
Pennsylvania
$748K +$20.4K +244 +3%
TA
193
Townsend & Associates
Colorado
$718K +$63.1K +756 +10%
EWF
194
Epstein & White Financial
California
$698K -$2.85M -34,094 -81%
AC
195
Alexandria Capital
Virginia
$682K -$8.85K -106 -1%
BFA
196
Bragg Financial Advisors
North Carolina
$649K -$27.1K -324 -4%
MGIA
197
Matthew Goff Investment Advisor
Texas
$643K +$421K +5,036 +190%
HCA
198
Heck Capital Advisors
Wisconsin
$636K -$8.02K -96 -1%
NFG
199
Nations Financial Group
Iowa
$633K +$104K +1,250 +20%
TNB
200
Thomasville National Bank
Georgia
$632K – – –
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