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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
201
Caldwell Trust
Florida
$2.05M – – –
TIA
202
Tiemann Investment Advisors
California
$2.04M +$104K +957 +5%
RB
203
Renasant Bank
Mississippi
$2.03M -$41K -377 -2%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$2M +$26.2K +241 +1%
PB
205
Pinnacle Bancorp
Nebraska
$2M +$435 +4 +0%
GT
206
Glenmede Trust
Pennsylvania
$1.99M +$466K +4,286 +31%
BOS
207
Bank of Stockton
California
$1.99M -$62.6K -575 -3%
CAM
208
Cozad Asset Management
Illinois
$1.98M +$1.68M +15,451 +635%
GPA
209
Guidance Point Advisors
Massachusetts
$1.86M -$27K -248 -1%
TSW
210
Thompson Siegel & Walmsley
Virginia
$1.84M +$1.81M +16,626 +138,550%
FPIS
211
Financial Planning & Information Services
Wisconsin
$1.83M -$3.05K -28 -0.2%
SWP
212
Stratos Wealth Partners
Ohio
$1.8M -$12.8K -118 -0.7%
AT
213
American Trust
Kentucky
$1.8M +$1.77M +16,245 New
PFG
214
Pacific Financial Group
Washington
$1.77M +$57K +524 +3%
SWA
215
SOA Wealth Advisors
New York
$1.75M +$143K +1,318 +9%
PFS
216
Prospera Financial Services
Texas
$1.74M +$67.6K +621 +4%
FF
217
Friedenthal Financial
New Jersey
$1.74M +$276K +2,539 +19%
RSWM
218
Robertson Stephens Wealth Management
California
$1.7M +$590K +5,423 +55%
NI
219
Nuance Investments
Missouri
$1.68M +$1.65M +15,154 New
SWM
220
Shakespeare Wealth Management
Wisconsin
$1.66M -$40.4K -371 -2%
CGFA
221
Colton Groome Financial Advisors
North Carolina
$1.66M – – –
FHA
222
First Horizon Advisors
Tennessee
$1.64M -$28.8K -265 -2%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$1.62M +$49.1K +451 +3%
BWCS
224
Beirne Wealth Consulting Services
Connecticut
$1.62M -$293K -2,689 -16%
ASN
225
Advisory Services Network
Georgia
$1.58M +$183K +1,679 +13%
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