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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
351
WesBanco Bank
West Virginia
$226K -$10.9K -138 -5%
RMDI
352
R.M. Davis Inc
Maine
$224K – – –
TPA
353
Trivium Point Advisory
Connecticut
$223K – – –
AMG
354
Advisors Management Group
Wisconsin
$222K -$35.5K -448 -14%
AIM
355
Advantage Investment Management
Iowa
$221K -$15.1K -190 -6%
ZF
356
Zhang Financial
Michigan
$218K -$36.7K -462 -14%
HH
357
Hilltop Holdings
Texas
$216K – – –
BPWA
358
Beacon Pointe Wealth Advisors
California
$211K -$7.3K -92 -3%
NFG
359
Next Financial Group
Texas
$210K +$156K +1,972 +296%
NS
360
NewDay Solutions
New Hampshire
$210K +$208K +2,620 New
BF
361
Blankinship & Foster
California
$207K – – –
SG
362
StoneX Group
New York
$207K +$635 +8 +0.3%
AF
363
Alerus Financial
North Dakota
$206K – – –
NAS
364
Nicolet Advisory Services
Wisconsin
$206K – – –
DC
365
Davenport & Co
Virginia
$206K +$205K +2,582 New
SW
366
SVB Wealth
Massachusetts
$204K +$203K +2,562 New
NCM
367
Narwhal Capital Management
Georgia
$203K – – –
SS
368
Sunbelt Securities
Texas
$202K +$201K +2,528 New
RFWA
369
RPg Family Wealth Advisory
Massachusetts
$197K – – –
PFBT
370
Parkside Financial Bank & Trust
Missouri
$188K – – –
VNA
371
Valley National Advisers
Pennsylvania
$185K – – –
FIB
372
First Interstate Bank
Montana
$184K +$67.1K +846 +58%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$179K +$178K +2,248 New
BCA
374
Berman Capital Advisors
Georgia
$174K +$118K +1,488 +211%
LB
375
Legacy Bridge
Iowa
$173K – – –
13 14
15
16 17