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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
301
Wellspring Financial Advisors
Ohio
$1.15M +$1.42K +10 +0.1%
JFG
302
JMG Financial Group
Illinois
$1.15M – – –
FF
303
Finley Financial
Nevada
$1.15M – – –
HFRG
304
Houlihan Financial Resource Group
Virginia
$1.14M – – –
KA
305
KLCM Advisors
Wisconsin
$1.14M – – –
GRP
306
Global Retirement Partners
California
$1.14M +$1.09M +7,692 New
FHC
307
First Heartland Consultants
Missouri
$1.12M +$771K +5,448 +252%
CW
308
CreativeOne Wealth
Kansas
$1.12M -$6.51K -46 -0.6%
SWA
309
Stratos Wealth Advisors
Ohio
$1.12M -$979K -6,921 -48%
AFG
310
Atomi Financial Group
New York
$1.08M -$45.1K -319 -4%
DWP
311
Daymark Wealth Partners
Ohio
$1.07M +$3.11K +22 +0.3%
AEPWM
312
Atlantic Edge Private Wealth Management
Florida
$1.06M – – –
PWAM
313
Private Wealth Asset Management
Iowa
$1.05M +$99.2K +701 +11%
MAM
314
Mystic Asset Management
Rhode Island
$1.03M – – –
SCM
315
SCS Capital Management
Massachusetts
$1.03M +$3.11K +22 +0.3%
YIH
316
Y-Intercept (HK)
Hong Kong
$1.02M +$336K +2,378 +52%
NCM
317
Narwhal Capital Management
Georgia
$1.02M – – –
BJL
318
Brighton Jones LLC
Washington
$1.02M -$5.38K -38 -0.5%
IWB
319
Innovative Wealth Building
Maryland
$1.01M -$51.9K -367 -5%
QCM
320
QRG Capital Management
Illinois
$1.01M +$119K +842 +14%
ACA
321
Anchor Capital Advisors
Massachusetts
$1.01M +$387K +2,737 +67%
GP
322
GLR Partners
Maryland
$1.01M -$27.2K -192 -3%
UCFA
323
United Capital Financial Advisors
Texas
$998K +$61.5K +435 +7%
MIC
324
Meridian Investment Counsel
California
$982K – – –
VVP
325
Venture Visionary Partners
Ohio
$973K +$707 +5 +0.1%
11 12
13
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