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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
201
Elite Wealth Management
Washington
$95K +$61.1K +1,086 +199%
RIA
202
Regal Investment Advisors
Michigan
$94K -$17K -302 -16%
NES
203
New England Securities
New York
$93K – – –
CHC
204
City Holding Co
West Virginia
$93K +$90.1K +1,600 New
FBT
205
Founders Bank & Trust
Michigan
$90K +$73.4K +1,304 +418%
CDIA
206
Capital Directions Investment Advisors
Georgia
$85K – – –
PCTC
207
Perkins Coie Trust Company
Washington
$84K +$81.4K +1,446 New
WA
208
WFG Advisors
Texas
$76K -$9.91K -176 -12%
MBT
209
Monroe Bank & Trust
Michigan
$70K – – –
PVH
210
Psagot Value Holdings
Israel
$61K -$45.6K -810 -44%
HNB
211
Huntington National Bank
Ohio
$59K – – –
BPBT
212
Boston Private Bank & Trust
Massachusetts
$58K – – –
TAIM
213
TD Ameritrade Investment Management
Nebraska
$56K +$15.5K +276 +40%
PSUF
214
People's United Financial
Connecticut
$49K – – –
SF
215
Synovus Financial
Georgia
$49K – – –
PIM
216
Parasol Investment Management
Illinois
$48K +$46.2K +820 New
SHWM
217
Smith & Howard Wealth Management
Georgia
$46K – – –
WRM
218
Westport Resources Management
Connecticut
$43K – – –
TIM
219
Tortoise Investment Management
New York
$35K – – –
KT
220
Kanaly Trust
Texas
$33K +$32.3K +574 New
S
221
SignatureFD
Georgia
$30K – – –
PCM
222
Prelude Capital Management
New York
$29K +$28.1K +500 New
GC
223
Guggenheim Capital
Illinois
$27K – – –
1IC
224
1919 Investment Counsel
Maryland
$23K – – –
TCCM
225
Timber Creek Capital Management
Massachusetts
$21K +$20.5K +364 New
7 8
9
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