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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$929M +$35.1M +531,700 +4%
Morgan Stanley
2
Morgan Stanley
New York
$246M -$410K -6,206 -0.2%
Bank of America
3
Bank of America
North Carolina
$95.6M -$1.31M -19,908 -1%
EFS
4
Edelman Financial Services
Virginia
$80.5M +$2.39M +36,132 +3%
UBS Group
5
UBS Group
Switzerland
$71.4M +$1.95M +29,560 +3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$62.3M +$250K +3,782 +0.4%
Axa
7
Axa
France
$54.5M – – –
LPL Financial
8
LPL Financial
California
$43M +$55.2K +836 +0.1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$31.5M +$1.26M +19,128 +4%
EK
10
Evensky & Katz
Florida
$30.6M +$892K +13,512 +3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$27.5M +$6.89M +104,300 +32%
KeyBank National Association
12
KeyBank National Association
Ohio
$27.1M -$1.37M -20,680 -5%
Northern Trust
13
Northern Trust
Illinois
$26.5M +$517K +7,828 +2%
FHB
14
First Hawaiian Bank
Hawaii
$25.4M -$7.25M -109,848 -22%
PP
15
Palladium Partners
Virginia
$24.5M +$404K +6,120 +2%
BF
16
BOK Financial
Oklahoma
$21.9M -$14M -212,738 -39%
M&T Bank
17
M&T Bank
New York
$21.3M -$1.7M -25,804 -7%
AWM
18
Affinity Wealth Management
Delaware
$18.1M -$1.07M -16,144 -5%
TYCC
19
Texas Yale Capital Corp
Florida
$18.1M -$17.2K -260 -0.1%
FMC
20
First Merchants Corp
Indiana
$17.5M -$1.5M -22,776 -8%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$17.1M +$432K +6,548 +3%
Truist Financial
22
Truist Financial
North Carolina
$16.8M +$1.24M +18,798 +8%
Stifel Financial
23
Stifel Financial
Missouri
$16.6M +$1.23M +18,554 +8%
CIM
24
Confluence Investment Management
Missouri
$15.6M +$936K +14,176 +6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$406K +6,154 +3%
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