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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
226
Roman Butler Fullerton & Co
Missouri
$1.8M +$1.76M +13,787 New
CA
227
Cornerstone Advisory
Maryland
$1.79M – – –
CWM
228
C2C Wealth Management
Arizona
$1.76M – – –
PFG
229
Pacific Financial Group
Washington
$1.76M -$36.4K -285 -2%
AWM
230
Apollon Wealth Management
South Carolina
$1.76M +$206K +1,617 +13%
UB
231
Umpqua Bank
Oregon
$1.76M +$599K +4,689 +51%
TIAAOA
232
Teachers Insurance & Annuity Association of America
New York
$1.75M -$448K -3,508 -20%
IWB
233
Innovative Wealth Building
Maryland
$1.72M +$1.76M +13,749 New
RSF
234
Rik Saylor Financial
Ohio
$1.71M +$1.75M +13,676 New
RA
235
Rodgers & Associates
Pennsylvania
$1.7M +$252K +1,976 +17%
CPIG
236
Chicago Partners Investment Group
Illinois
$1.69M +$2.81K +22 +0.2%
SFO
237
Stenger Family Office
Illinois
$1.67M +$1.71M +13,379 New
SWM
238
Shakespeare Wealth Management
Wisconsin
$1.66M -$3.96K -31 -0.2%
CTC
239
Corundum Trust Company
South Dakota
$1.65M -$53.4K -418 -3%
AT
240
American Trust
Kentucky
$1.64M +$488K +3,822 +41%
WT
241
Whittier Trust
California
$1.63M +$21.4K +168 +1%
RDFA
242
Ritter Daniher Financial Advisory
Ohio
$1.61M -$57.7K -452 -3%
FCBT
243
First Citizens Bank & Trust
North Carolina
$1.59M +$266K +2,080 +20%
VC
244
Vicus Capital
Pennsylvania
$1.57M -$108K -846 -6%
VA
245
Valmark Advisers
Ohio
$1.57M -$1.28K -10 -0.1%
EWA
246
EP Wealth Advisors
California
$1.57M +$749K +5,864 +88%
PCA
247
Prosperity Capital Advisors
Ohio
$1.56M +$1.59M +12,468 New
SB
248
Strategic Blueprint
Georgia
$1.56M -$42.9K -336 -3%
PFA
249
Pure Financial Advisors
California
$1.55M -$50.2K -393 -3%
PFM
250
Phillips Financial Management
Indiana
$1.54M -$2.3K -18 -0.1%
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