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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
226
Prospera Financial Services
Texas
$814K +$10.5K +128 +1%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$812K -$67.7K -824 -8%
HA
228
Harborview Advisors
Maine
$811K -$5.59K -68 -0.7%
SF
229
Synovus Financial
Georgia
$808K -$60.6K -738 -7%
LWAC
230
Laurel Wealth Advisors (California)
California
$788K +$59.8K +728 +9%
BWA
231
BDO Wealth Advisors
Florida
$757K -$50.1K -610 -6%
BFA
232
Bragg Financial Advisors
North Carolina
$753K -$32.5K -396 -4%
PAS
233
Park Avenue Securities
New York
$750K +$259K +3,146 +56%
CCM
234
Coldstream Capital Management
Washington
$745K – – –
TSW
235
Thompson Siegel & Walmsley
Virginia
$742K +$533K +6,486 +294%
CBN
236
Cadence Bank NA
Texas
$738K -$18.7K -228 -3%
KFA
237
Kays Financial Advisory
Georgia
$738K +$118K +1,440 +20%
HFRG
238
Houlihan Financial Resource Group
Virginia
$729K +$702K +8,538 New
AAS
239
Avantax Advisory Services
Texas
$718K +$248K +3,014 +56%
SC
240
SouthState Corp
Florida
$701K -$14.8K -180 -2%
MPW
241
MA Private Wealth
California
$699K -$523K -6,366 -44%
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$691K +$125K +1,520 +23%
WAM
243
Wealthspire Advisors (Maryland)
Maryland
$689K -$34.8K -424 -5%
SBH
244
Segall Bryant & Hamill
Illinois
$688K – – –
DI
245
Disciplined Investments
Oklahoma
$686K +$660K +8,034 New
AC
246
Alexandria Capital
Virginia
$685K +$329 +4 +0%
MA
247
MONECO Advisors
Connecticut
$685K +$822 +10 +0.1%
BWA
248
Beam Wealth Advisors
Louisiana
$685K +$659K +8,024 New
CPO
249
Cerity Partners OCIO
New York
$683K +$27.4K +334 +4%
MWM
250
Mission Wealth Management
California
$672K -$79.1K -962 -11%
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