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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
351
Robertson Stephens Wealth Management
California
$821K -$1.27K -9 -0.2%
IA
352
IFG Advisory
Georgia
$810K +$776K +5,486 New
PTC
353
Private Trust Company
Ohio
$810K -$3.54K -25 -0.5%
TNB
354
Thomasville National Bank
Georgia
$800K +$766K +5,414 New
PAS
355
PKS Advisory Services
New York
$795K +$92.5K +654 +14%
CFGA
356
Cambridge Financial Group (Arizona)
Arizona
$794K -$27.2K -192 -3%
JWCA
357
J.W. Cole Advisors
Florida
$789K +$755K +5,340 New
CFS
358
Cannon Financial Strategists
Georgia
$783K +$750K +5,302 New
MA
359
MONECO Advisors
Connecticut
$776K +$5.24K +37 +0.7%
GSWM
360
Greenup Street Wealth Management
Michigan
$776K -$67.3K -476 -8%
FC
361
Fairscale Capital
New Hampshire
$765K +$28.9K +204 +4%
SI
362
Saxon Interests
Texas
$764K – – –
MMA
363
Miracle Mile Advisors
California
$760K +$16.3K +115 +2%
PFA
364
Pinnacle Family Advisors
Missouri
$758K -$2.4K -17 -0.3%
CA
365
Cambridge Advisors
Nebraska
$757K – – –
AW
366
Apricus Wealth
South Carolina
$755K – – –
PS
367
Principal Securities
Iowa
$745K +$164K +1,158 +30%
IFG
368
Independent Financial Group
California
$744K -$55.7K -394 -7%
PA
369
Parallel Advisors
California
$740K -$12.7K -90 -2%
AWM
370
AE Wealth Management
Kansas
$731K -$863K -6,097 -55%
KCM
371
Kanawha Capital Management
Virginia
$727K -$18.4K -130 -3%
DC
372
Destiny Capital
Colorado
$723K +$81.2K +574 +13%
MSFS
373
Main Street Financial Solutions
Pennsylvania
$722K +$15.8K +112 +2%
AFTS
374
American Financial & Tax Strategies
New York
$721K – – –
GVAG
375
Great Valley Advisor Group
Delaware
$720K -$2.4K -17 -0.3%
13 14
15
16 17