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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
226
Disciplined Investments
Oklahoma
$481K +$54.4K +724 +9%
CCM
227
Coldstream Capital Management
Washington
$479K – – –
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$477K +$161K +2,140 +33%
BWA
229
BDO Wealth Advisors
Florida
$474K -$17.3K -230 -3%
HFRG
230
Houlihan Financial Resource Group
Virginia
$469K – – –
LWAC
231
Laurel Wealth Advisors (California)
California
$465K -$56.7K -754 -8%
CBN
232
Cadence Bank NA
Texas
$464K -$14.4K -192 -2%
VWM
233
Valley Wealth Managers
New Jersey
$451K +$36.4K +484 +6%
PPW
234
Parcion Private Wealth
Washington
$449K +$419K +5,570 +213%
GRP
235
Global Retirement Partners
California
$445K -$381K -5,066 -38%
MPW
236
MA Private Wealth
California
$444K -$8.27K -110 -1%
GAM
237
Griffin Asset Management
New York
$442K +$21.3K +284 +4%
TIM
238
Thompson Investment Management
Wisconsin
$442K +$53.8K +716 +10%
AC
239
Alexandria Capital
Virginia
$440K +$451 +6 +0.1%
BHWM
240
Bar Harbor Wealth Management
New Hampshire
$433K -$121K -1,612 -17%
MWM
241
Mission Wealth Management
California
$428K -$5.41K -72 -0.9%
MA
242
MONECO Advisors
Connecticut
$425K -$15.2K -202 -3%
MBT
243
Montecito Bank & Trust
California
$420K +$53.1K +706 +10%
AMCA
244
Arthur M. Cohen & Associates
Illinois
$416K -$183K -2,434 -23%
WKWM
245
Walter & Keenan Wealth Management
Indiana
$416K +$606K +8,064 New
APA
246
American Portfolios Advisors
New York
$409K +$3.46K +46 +0.6%
CFG
247
Citizens Financial Group
Rhode Island
$409K +$509K +6,766 +986%
TWP
248
Total Wealth Planning
Ohio
$405K +$101K +1,350 +22%
CA
249
Cambridge Advisors
Nebraska
$396K – – –
PWP
250
Personal Wealth Partners
Minnesota
$393K -$221K -2,940 -29%
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