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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
351
Creative Financial Designs
Indiana
$530K +$27.9K +256 +6%
BBNA
352
Bremer Bank National Association
Minnesota
$530K +$153K +1,404 +42%
WANY
353
Wealthspire Advisors (New York)
New York
$529K -$13.8K -127 -3%
EVC
354
Eidelman Virant Capital
Missouri
$527K +$5.22K +48 +1%
WTB
355
Washington Trust Bank
Washington
$511K – – –
RA
356
Rodgers & Associates
Pennsylvania
$509K -$8.27K -76 -2%
RMCM
357
Reynders McVeigh Capital Management
Massachusetts
$509K – – –
GWM
358
Geneos Wealth Management
Colorado
$508K -$2.47M -22,743 -83%
NF
359
Norwood Financial
Pennsylvania
$507K +$498K +4,581 New
SBWIC
360
Schaper Benz & Wise Investment Counsel
Wisconsin
$498K +$490K +4,502 New
CA
361
Clearstead Advisors
Ohio
$497K +$6.31K +58 +1%
SIC
362
Sigma Investment Counselors
Michigan
$494K -$54.4K -500 -10%
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$493K – – –
BFO
364
Boston Family Office
Massachusetts
$493K +$484K +4,450 New
LA
365
LexAurum Advisors
Kansas
$488K +$2.83K +26 +0.6%
BHBT
366
Burke & Herbert Bank & Trust
Virginia
$482K -$23.2K -213 -5%
JWCA
367
J.W. Cole Advisors
Florida
$481K +$473K +4,347 New
TWP
368
Total Wealth Planning
Ohio
$475K -$366K -3,367 -53%
PA
369
PFG Advisors
Arizona
$471K -$11.6K -107 -2%
IFG
370
Independent Financial Group
California
$470K +$134K +1,232 +41%
MMHP
371
Murphy Middleton Hinkle & Parker
Georgia
$469K +$1.42K +13 +0.3%
WP
372
WealthSource Partners
California
$461K – – –
RWA
373
Redhawk Wealth Advisors
Minnesota
$459K +$451K +4,143 New
SC
374
SouthState Corp
Florida
$458K -$20.6K -189 -4%
CFO
375
Collective Family Office
Pennsylvania
$455K – – –
13 14
15
16 17