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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
StoneCrest Wealth Management
Arizona
$836K -$6.53K -51 -0.8%
BWCS
327
Beirne Wealth Consulting Services
Connecticut
$828K – – –
CFGA
328
Cambridge Financial Group (Arizona)
Arizona
$828K -$35.9K -280 -4%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$824K – – –
USCWA
330
U.S. Capital Wealth Advisors
Texas
$819K -$211K -1,651 -21%
MMA
331
Miracle Mile Advisors
California
$818K -$83.4K -651 -9%
HIA
332
Harbor Investment Advisory
Maryland
$812K -$77.2K -603 -9%
CAM
333
Cresset Asset Management
Illinois
$810K -$9.09K -71 -1%
CB
334
Cadence Bank
Mississippi
$796K -$4.23K -33 -0.5%
EGWAG
335
Elwood & Goetz Wealth Advisory Group
Georgia
$792K – – –
HCA
336
Harbour Capital Advisors
Virginia
$789K -$5.12K -40 -0.7%
CA
337
Claro Advisors
Massachusetts
$783K -$93.1K -727 -11%
RA
338
RFG Advisory
Alabama
$783K +$252K +1,968 +48%
EW
339
Evoke Wealth
California
$781K -$241K -1,882 -24%
CW
340
CreativeOne Wealth
Kansas
$768K +$32.9K +257 +5%
UCFA
341
United Capital Financial Advisors
Texas
$765K +$33.8K +264 +5%
QCM
342
QRG Capital Management
Illinois
$763K +$464K +3,620 +160%
PTC
343
Private Trust Company
Ohio
$758K +$123K +958 +20%
IBOK
344
Independence Bank of Kentucky
Kentucky
$756K – – –
IFG
345
Independent Financial Group
California
$756K -$46.4K -362 -6%
BCA
346
Bay Capital Advisors
Virginia
$752K – – –
JWCA
347
J.W. Cole Advisors
Florida
$735K +$8.45K +66 +1%
KF
348
Krilogy Financial
Missouri
$735K +$735K +5,740 New
BFAG
349
Blackston Financial Advisory Group
Florida
$723K -$288K -2,252 -29%
CWM
350
Connecticut Wealth Management
Connecticut
$723K -$49.3K -385 -6%
12 13
14
15 16