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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
$1.86M -$54.9K -514 -3%
PB
202
Pinnacle Bancorp
Nebraska
$1.85M +$107 +1 +0%
HWM
203
HB Wealth Management
Georgia
$1.85M +$94K +880 +5%
SFS
204
Sowell Financial Services
Arkansas
$1.85M +$1.92M +18,007 New
WT
205
Whittier Trust
California
$1.84M +$132K +1,236 +7%
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.82M -$442K -4,137 -19%
PPC
207
Park Place Capital
Alabama
$1.81M -$165K -1,548 -8%
OWM
208
Opes Wealth Management
California
$1.81M -$14.6K -137 -0.8%
BAM
209
Belpointe Asset Management
Nevada
$1.81M +$218K +2,042 +13%
SCM
210
Stordahl Capital Management
Colorado
$1.8M -$32.8K -307 -2%
DBIA
211
Dumont & Blake Investment Advisors
New Jersey
$1.79M -$37.3K -349 -2%
EL
212
Essex LLC
Illinois
$1.79M – – –
SWA
213
SOA Wealth Advisors
New York
$1.77M +$12.5K +117 +0.7%
AIP
214
Almanack Investment Partners
Pennsylvania
$1.76M – – –
BCG
215
Breakwater Capital Group
New Jersey
$1.76M +$960K +8,980 +110%
AT
216
American Trust
Kentucky
$1.76M -$481K -4,500 -21%
TRCT
217
Tower Research Capital (TRC)
New York
$1.73M +$1.16M +10,879 +183%
SWP
218
Stratos Wealth Partners
Ohio
$1.72M -$112K -1,046 -6%
AF
219
Advisornet Financial
Minnesota
$1.72M +$17.8K +167 +1%
ASN
220
Advisory Services Network
Georgia
$1.69M +$71.8K +672 +4%
LFAS
221
Level Four Advisory Services
Texas
$1.69M -$49.2K -460 -3%
AAP
222
Arax Advisory Partners
Colorado
$1.65M -$24M -224,716 -93%
WI
223
Wintrust Investments
Illinois
$1.62M +$251K +2,350 +18%
FPIS
224
Financial Planning & Information Services
Wisconsin
$1.62M -$49K -459 -3%
FF
225
Friedenthal Financial
New Jersey
$1.58M -$9.51K -89 -0.6%
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