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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
201
FineMark National Bank & Trust
Florida
$221K +$21.9K +354 +11%
BMO
202
Beck Mack & Oliver
New York
$217K – – –
CL
203
CPWM LLC
Washington
$216K +$209K +3,372 New
SIC
204
Sigma Investment Counselors
Michigan
$211K +$205K +3,300 New
FFA
205
First Foundation Advisors
California
$210K +$204K +3,290 New
KA
206
Klingman & Associates
New York
$206K +$200K +3,234 New
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K – – –
SIA
208
Stancorp Investment Advisers
Oregon
$185K +$179K +2,892 New
AIM
209
Acropolis Investment Management
Missouri
$178K – – –
AIM
210
Advantage Investment Management
Iowa
$166K +$161K +2,596 New
ECM
211
Exchange Capital Management
Michigan
$161K – – –
VIA
212
Vantage Investment Advisors
Pennsylvania
$159K – – –
HNB
213
Huntington National Bank
Ohio
$155K – – –
CFA
214
CT Financial Advisors
Pennsylvania
$143K +$139K +2,242 New
M
215
MOTCO
Texas
$138K – – –
MWP
216
MYCIO Wealth Partners
Pennsylvania
$138K +$496 +8 +0.4%
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$137K – – –
VNA
218
Valley National Advisers
Pennsylvania
$135K +$144K +2,320 New
BRWM
219
B. Riley Wealth Management
Tennessee
$116K -$207K -3,344 -65%
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$111K – – –
PIM
221
Parasol Investment Management
Illinois
$105K +$62K +1,000 +154%
FBT
222
Founders Bank & Trust
Michigan
$103K – – –
CHC
223
City Holding Co
West Virginia
$102K -$124 -2 -0.1%
CIA
224
Choate Investment Advisors
Massachusetts
$98.7K +$95.5K +1,540 New
WA
225
WFG Advisors
Texas
$94K +$18.2K +294 +25%
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