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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
StoneCrest Wealth Management
Arizona
$797K -$33.4K -267 -4%
CFGA
352
Cambridge Financial Group (Arizona)
Arizona
$797K +$9.02K +72 +1%
MGIA
353
Matthew Goff Investment Advisor
Texas
$797K – – –
MIC
354
Meridian Investment Counsel
California
$796K – – –
MIA
355
MainStreet Investment Advisors
Illinois
$794K – – –
MA
356
MONECO Advisors
Connecticut
$792K +$77.1K +616 +10%
MMA
357
Miracle Mile Advisors
California
$776K -$344K -2,746 -30%
AIP
358
Alexis Investment Partners
Texas
$773K -$83.6K -668 -9%
TNB
359
Thomasville National Bank
Georgia
$764K – – –
KBFS
360
Kohmann Bosshard Financial Services
Ohio
$760K – – –
GTAM
361
Global Trust Asset Management
Florida
$757K -$1.88K -15 -0.2%
CB
362
Cadence Bank
Mississippi
$741K -$25.7K -205 -3%
AWA
363
Arkadios Wealth Advisors
Georgia
$740K +$774K +6,179 New
EGWAG
364
Elwood & Goetz Wealth Advisory Group
Georgia
$731K – – –
FPAS
365
Focus Partners Advisor Solutions
Missouri
$715K -$1.25K -10 -0.2%
UCFA
366
United Capital Financial Advisors
Texas
$715K +$42.9K +343 +6%
CWM
367
Connecticut Wealth Management
Connecticut
$713K -$79.8K -637 -10%
PIA
368
Panoramic Investment Advisors
Colorado
$711K – – –
HIA
369
Harbor Investment Advisory
Maryland
$702K – – –
IBOK
370
Independence Bank of Kentucky
Kentucky
$698K – – –
BCA
371
Bay Capital Advisors
Virginia
$694K – – –
HCA
372
Harbour Capital Advisors
Virginia
$693K – – –
GVAG
373
Great Valley Advisor Group
Delaware
$690K +$43.8K +350 +6%
WAM
374
Weinberger Asset Management
California
$680K -$23.8K -190 -3%
CW
375
CreativeOne Wealth
Kansas
$678K -$2.13K -17 -0.3%
13 14
15
16 17