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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$692K -$45.2K -576 -7%
ANTB
227
AMG National Trust Bank
Colorado
$679K – – –
NL
228
NWAM LLC
Washington
$677K +$616K +7,846 New
TIM
229
Thompson Investment Management
Wisconsin
$673K -$22.4K -285 -4%
VVP
230
Venture Visionary Partners
Ohio
$670K +$310K +3,955 +104%
MWM
231
Mission Wealth Management
California
$666K -$7.77K -99 -1%
MWM
232
Meridian Wealth Management
Kentucky
$664K -$174K -2,212 -22%
SF
233
Synovus Financial
Georgia
$658K -$76.2K -971 -11%
CG
234
Colony Group
Massachusetts
$657K -$103K -1,308 -15%
AC
235
Alexandria Capital
Virginia
$657K +$157 +2 +0%
KIC
236
Kensington Investment Counsel
California
$655K +$596K +7,595 New
PFS
237
Prospera Financial Services
Texas
$653K +$577K +7,352 +4,084%
9WM
238
9258 Wealth Management
Ohio
$636K -$671K -8,551 -54%
RJT
239
Raymond James Trust
Florida
$635K +$81K +1,033 +16%
SIA
240
Soltis Investment Advisors
Utah
$634K +$112K +1,434 +24%
SC
241
Savant Capital
Illinois
$632K -$92.4K -1,178 -14%
HA
242
HYA Advisors
Missouri
$631K +$65.8K +839 +13%
MGIA
243
Matthew Goff Investment Advisor
Texas
$620K -$208K -2,650 -27%
TNB
244
Thomasville National Bank
Georgia
$619K – – –
MFW
245
Meristem Family Wealth
Minnesota
$594K – – –
TWP
246
Total Wealth Planning
Ohio
$587K -$17.8K -227 -3%
CPO
247
Cerity Partners OCIO
New York
$585K -$314 -4 -0.1%
MIC
248
Meridian Investment Counsel
California
$574K – – –
GTAM
249
Global Trust Asset Management
Florida
$569K -$24.7K -315 -5%
CFO
250
Collective Family Office
Pennsylvania
$556K +$505K +6,442 New
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