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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
351
Valley Forge Investment Consultants
Pennsylvania
$617K +$2.85K +25 +0.5%
GVAG
352
Great Valley Advisor Group
Delaware
$614K +$456 +4 +0.1%
P
353
&Partners
Tennessee
$608K +$611K +5,358 New
BIM
354
Bridges Investment Management
Nebraska
$603K +$288K +2,523 +90%
TWP
355
Total Wealth Planning
Ohio
$598K – – –
SI
356
Saxon Interests
Texas
$596K -$912 -8 -0.2%
CIA
357
Capital Investment Advisors
Georgia
$593K -$3.31K -29 -0.6%
CA
358
Cambridge Advisors
Nebraska
$588K – – –
AL
359
Aspiriant LLC
California
$586K – – –
WS
360
Wedbush Securities
California
$578K +$29.5K +259 +5%
FTUS
361
Flow Traders U.S.
New York
$577K -$749K -6,570 -56%
AAS
362
Ameritas Advisory Services
Nebraska
$575K -$10K -88 -2%
MCA
363
MSH Capital Advisors
Arizona
$570K +$34.2K +300 +6%
EWA
364
ERTS Wealth Advisors
Michigan
$562K – – –
RSA
365
River Street Advisors
Illinois
$561K +$564K +4,948 New
FCAM
366
First Citizens Asset Management
North Carolina
$557K -$912 -8 -0.2%
HP
367
Holistic Planning
Texas
$556K -$30.6K -268 -5%
BRWA
368
B. Riley Wealth Advisors
Florida
$555K +$48.2K +423 +9%
AFTS
369
American Financial & Tax Strategies
New York
$555K – – –
IWM
370
IHT Wealth Management
Illinois
$554K +$86.9K +762 +18%
BFS
371
Bradley Foster & Sargent
Connecticut
$553K -$8.9K -78 -2%
CPC
372
Cookson Peirce & Co
Pennsylvania
$550K -$3.08K -27 -0.6%
KPWS
373
Kestra Private Wealth Services
Texas
$549K +$44.3K +388 +9%
AC
374
AWM Capital
Arizona
$547K – – –
JWCA
375
J.W. Cole Advisors
Florida
$547K +$109K +953 +25%
13 14
15
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