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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
201
Vantage Investment Advisors
Pennsylvania
$150K -$12.9K -206 -8%
BAM
202
Barrett Asset Management
New York
$132K +$10.4K +166 +8%
M
203
MOTCO
Texas
$130K – – –
MWP
204
MYCIO Wealth Partners
Pennsylvania
$129K +$500 +8 +0.4%
EFSCE
205
Enterprise Financial Services Corp (EFSC)
Missouri
$128K – – –
ANBT
206
American National Bank & Trust
Texas
$105K +$109K +1,752 New
KTC
207
Kistler-Tiffany Companies
Pennsylvania
$104K -$6.5K -104 -6%
FBT
208
Founders Bank & Trust
Michigan
$97K – – –
CHC
209
City Holding Co
West Virginia
$96K – – –
CDIA
210
Capital Directions Investment Advisors
Georgia
$90K +$2.37K +38 +3%
PCTC
211
Perkins Coie Trust Company
Washington
$87K – – –
ST
212
Smithfield Trust
Pennsylvania
$74K – – –
WA
213
WFG Advisors
Texas
$71K +$2.62K +42 +4%
GAM
214
Gemmer Asset Management
California
$69K – – –
BPBT
215
Boston Private Bank & Trust
Massachusetts
$60K – – –
FCCM
216
First City Capital Management
Georgia
$55.3K – – –
PMFA
217
Plante Moran Financial Advisors
Michigan
$55K +$57K +912 New
TAIM
218
TD Ameritrade Investment Management
Nebraska
$54K – – –
NES
219
New England Securities
New York
$52K -$23.9K -382 -30%
PSUF
220
People's United Financial
Connecticut
$51K – – –
SF
221
Synovus Financial
Georgia
$51K – – –
EAMA
222
EFG Asset Management (Americas)
Florida
$45K – – –
WRM
223
Westport Resources Management
Connecticut
$45K – – –
MHS
224
M Holdings Securities
Oregon
$41K +$42.5K +680 New
PIM
225
Parasol Investment Management
Illinois
$39K -$10.6K -170 -21%
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9
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