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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
201
Matthew Goff Investment Advisor
Texas
$630K – – –
FNBOSM
202
First National Bank of South Miami
Florida
$618K -$114K -1,516 -12%
9WM
203
9258 Wealth Management
Ohio
$613K -$126K -1,670 -14%
PO
204
Private Ocean
California
$601K -$17K -226 -2%
BEI
205
Benjamin Edwards Inc
Missouri
$596K +$264K +3,506 +48%
PCG
206
Private Capital Group
Connecticut
$594K +$68.4K +910 +9%
IA
207
IFP Advisors
Florida
$591K -$51K -678 -6%
MWM
208
Mattern Wealth Management
Kansas
$586K -$94.6K -1,258 -11%
CWM
209
Connecticut Wealth Management
Connecticut
$580K -$132K -1,750 -14%
TNB
210
Thomasville National Bank
Georgia
$574K – – –
MCM
211
Mattern Capital Management
Colorado
$566K +$776K +10,320 New
CAL
212
Capital Analysts LLC
Pennsylvania
$562K -$309K -4,106 -29%
EDRIA
213
Edmonds Duncan Registered Investment Advisors
Kansas
$554K -$1.67M -22,246 -69%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$549K +$145K +1,928 +24%
WANY
215
Wealthspire Advisors (New York)
New York
$549K +$752K +9,998 New
BFA
216
Bragg Financial Advisors
North Carolina
$545K +$83.9K +1,116 +13%
HA
217
Harborview Advisors
Maine
$530K +$12.2K +162 +2%
PFG
218
Pacific Financial Group
Washington
$529K -$5.71K -76 -0.8%
SC
219
Savant Capital
Illinois
$523K -$299K -3,980 -29%
A
220
AdvicePeriod
California
$522K +$331K +4,408 +86%
VDFA
221
Vickerman & Driscoll Financial Advisors
Washington
$517K -$259K -3,452 -27%
AA
222
Advisory Alpha
Michigan
$516K +$162K +2,152 +31%
HNB
223
Huntington National Bank
Ohio
$506K – – –
CG
224
Colony Group
Massachusetts
$505K -$4.87M -64,776 -88%
PFS
225
Prospera Financial Services
Texas
$487K -$49.5K -658 -7%
7 8
9
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