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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Cambridge Advisors
Nebraska
$538K – – –
RG
202
Rikoon Group
New Mexico
$526K – – –
OCM
203
One Capital Management
California
$525K +$84.2K +1,140 +19%
RPG
204
Risk Paradigm Group
Texas
$514K – – –
GEA
205
Glen Eagle Advisors
New Jersey
$513K -$25.1K -340 -5%
BWA
206
BDO Wealth Advisors
Florida
$512K +$509K +6,894 New
LWAC
207
Laurel Wealth Advisors (California)
California
$510K +$8.72K +118 +2%
HCA
208
Harbour Capital Advisors
Virginia
$500K -$5.91K -80 -1%
OBWP
209
O'Brien Wealth Partners
Massachusetts
$499K -$445K -6,022 -47%
PIM
210
Parker Investment Management
California
$497K -$12.1K -164 -2%
FHC
211
First Heartland Consultants
Missouri
$492K -$7.09M -95,938 -94%
FA
212
FDx Advisors
Illinois
$487K -$22.9M -310,394 -98%
BAAM
213
Baker Avenue Asset Management
California
$475K +$189K +2,558 +67%
MIC
214
Meridian Investment Counsel
California
$460K – – –
JIC
215
Johnson Investment Counsel
Ohio
$458K -$29.6K -400 -6%
NFG
216
Nations Financial Group
Iowa
$457K +$160K +2,166 +54%
KIA
217
KCM Investment Advisors
California
$453K – – –
CPO
218
Cerity Partners OCIO
New York
$450K -$6.65K -90 -1%
ICOA
219
Investment Centers of America
North Dakota
$437K -$142K -1,916 -25%
KCM
220
Kanawha Capital Management
Virginia
$437K -$2.96K -40 -0.7%
EAM
221
Evanson Asset Management
California
$425K – – –
WP
222
WealthSource Partners
California
$403K -$50.4K -682 -11%
CSIC
223
Clifford Swan Investment Counsel
California
$394K +$392K +5,302 New
NFG
224
Next Financial Group
Texas
$393K +$29.4K +398 +8%
HJA
225
Hugh Johnson Advisors
New York
$391K -$5.91K -80 -1%
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