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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$416M -$10.1M -94,877 -2%
Wells Fargo
2
Wells Fargo
California
$404M -$19.9M -185,879 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$338M -$14.1M -132,369 -4%
Bank of America
4
Bank of America
North Carolina
$229M -$38.7M -362,003 -14%
UBS Group
5
UBS Group
Switzerland
$193M +$2.25M +21,036 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M -$17.6M -164,281 -9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$138M +$741K +6,936 +0.5%
Ameriprise
8
Ameriprise
Minnesota
$115M -$3.43M -32,129 -3%
DADC
9
D.A. Davidson & Co
Montana
$88.3M +$1.08M +10,137 +1%
LPL Financial
10
LPL Financial
California
$86.2M +$28.5M +266,162 +45%
Financial Engines Advisors
11
Financial Engines Advisors
California
$81M -$1.98M -18,508 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$74.9M -$5.48M -51,247 -6%
RJA
13
Raymond James & Associates
Florida
$70.7M -$1.47M -13,726 -2%
Northern Trust
14
Northern Trust
Illinois
$66.9M -$638K -5,971 -0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$59.7M -$656K -6,137 -1%
EK
16
Evensky & Katz
Florida
$58.7M -$4.9M -45,865 -7%
CFB
17
Cullen/Frost Bankers
Texas
$49.4M +$6.57M +61,449 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47.5M -$1.89M -17,714 -4%
WSFS
19
Wilmington Savings Fund Society
Delaware
$43.7M -$3.3M -30,860 -7%
GHA
20
GW Henssler & Associates
Georgia
$40.7M +$635K +5,939 +1%
WJA
21
Willis Johnson & Associates
Texas
$40M +$343K +3,209 +0.8%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$36.1M +$943K +8,820 +3%
MCM
23
MAI Capital Management
Ohio
$35.6M +$373K +3,486 +1%
WAS
24
Wealth Advisory Solutions
Indiana
$33.5M +$16.3M +152,154 +96%
Truist Financial
25
Truist Financial
North Carolina
$32.9M -$1.09M -10,223 -3%
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