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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
276
Matthew Goff Investment Advisor
Texas
$970K – – –
SC
277
Savant Capital
Illinois
$962K +$1.32K +13 +0.1%
CPA
278
Cardiff Park Advisors
California
$961K – – –
AHC
279
Anderson Hoagland & Co
Missouri
$961K – – –
TF
280
TIAA FSB
Florida
$959K +$2.74K +27 +0.3%
SWPG
281
Strategic Wealth Partners Group
Illinois
$949K – – –
BWA
282
BDO Wealth Advisors
Florida
$942K -$30K -295 -3%
PO
283
Private Ocean
California
$938K – – –
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$933K -$140K -1,378 -14%
FCBT
285
First Citizens Bank & Trust
North Carolina
$922K -$70.8K -697 -7%
APP
286
Avantax Planning Partners
Iowa
$916K +$13.1K +129 +2%
SS
287
Sunbelt Securities
Texas
$900K +$66.4K +654 +8%
BBNA
288
Bremer Bank National Association
Minnesota
$893K -$15.3K -151 -2%
KFP
289
KMG Fiduciary Partners
Ohio
$891K – – –
PFA
290
Pinnacle Family Advisors
Missouri
$869K -$492K -4,839 -37%
AFG
291
Allegheny Financial Group
Pennsylvania
$867K -$293K -2,884 -26%
NWMG
292
National Wealth Management Group
Ohio
$864K +$800K +7,875 New
TC
293
TAGStone Capital
North Carolina
$853K +$2.64K +26 +0.3%
VVP
294
Venture Visionary Partners
Ohio
$836K +$81.7K +804 +11%
SHFP
295
Second Half Financial Partners
Florida
$827K -$28.3K -279 -3%
VFIC
296
Valley Forge Investment Consultants
Pennsylvania
$822K +$32.6K +321 +4%
TIM
297
Thompson Investment Management
Wisconsin
$820K +$8.63K +85 +1%
CG
298
Colony Group
Massachusetts
$817K -$7.42K -73 -0.9%
FTUS
299
Flow Traders U.S.
New York
$817K +$775K +7,630 New
AWM
300
Apollon Wealth Management
South Carolina
$815K +$203 +2 +0%
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12
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