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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
$922M +$408M +3,966,187 +96%
Wells Fargo
2
Wells Fargo
California
$435M -$20.2M -196,261 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$391M +$8.07M +78,437 +2%
Bank of America
4
Bank of America
North Carolina
$253M -$5.76M -56,005 -2%
UBS Group
5
UBS Group
Switzerland
$224M +$5.09M +49,491 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$194M -$1.28M -12,418 -0.7%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$148M -$7M -68,030 -5%
Ameriprise
8
Ameriprise
Minnesota
$112M -$16.4M -159,862 -14%
DADC
9
D.A. Davidson & Co
Montana
$97.7M -$1.84M -17,852 -2%
Financial Engines Advisors
10
Financial Engines Advisors
California
$90.4M -$488K -4,748 -0.6%
RJA
11
Raymond James & Associates
Florida
$80.5M +$555K +5,400 +0.8%
Northern Trust
12
Northern Trust
Illinois
$75.9M +$230K +2,237 +0.3%
LPL Financial
13
LPL Financial
California
$73.6M -$21.5M -209,285 -24%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$69.6M +$2.01M +19,498 +3%
EK
15
Evensky & Katz
Florida
$68.2M +$1.73M +16,819 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.7M -$16.2M -157,082 -21%
CFB
17
Cullen/Frost Bankers
Texas
$65.3M +$8.52M +82,868 +17%
MWA
18
Midland Wealth Advisors
Illinois
$64.3M +$58M +563,684 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$54.6M +$894K +8,693 +2%
WJA
20
Willis Johnson & Associates
Texas
$46.5M +$1.17M +11,334 +3%
GHA
21
GW Henssler & Associates
Georgia
$45.6M -$289K -2,806 -0.7%
JP Morgan Chase
22
JP Morgan Chase
New York
$44.5M +$8.99M +87,400 +29%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$41.5M +$621K +6,042 +2%
MCM
24
MAI Capital Management
Ohio
$39.9M -$317K -3,082 -0.9%
BF
25
BOK Financial
Oklahoma
$38.1M -$117K -1,135 -0.3%
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