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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
376
AWM Capital
Arizona
$712K – – –
CAG
377
Crestwood Advisors Group
Massachusetts
$712K +$95.1K +672 +16%
PFA
378
Professional Financial Advisors
Nebraska
$710K +$28.2K +199 +4%
LPAM
379
Lodestar Private Asset Management
California
$709K -$47.5K -336 -7%
SB
380
Strategic Blueprint
Georgia
$709K -$30.3K -214 -4%
SIM
381
Stratos Investment Management
Ohio
$708K -$30.7K -217 -4%
IWC
382
Integrated Wealth Concepts
Massachusetts
$706K +$221K +1,560 +48%
PCA
383
Purkiss Capital Advisors
Connecticut
$703K +$120K +849 +22%
DWM
384
Dakota Wealth Management
Florida
$703K -$11.2M -79,210 -94%
MCA
385
MSH Capital Advisors
Arizona
$698K – – –
PWP
386
Perfromance Wealth Partners
Illinois
$687K – – –
FA
387
FC Advisory
Pennsylvania
$685K -$11.5K -81 -2%
NHC
388
Nicholas Hoffman & Company
Georgia
$684K – – –
SAG
389
SageView Advisory Group
California
$683K +$3.54K +25 +0.5%
MWM
390
Meridian Wealth Management
Kentucky
$682K -$1.7K -12 -0.3%
GHA
391
GW Henssler & Associates
Georgia
$678K -$154K -1,088 -19%
RIM
392
Rockbridge Investment Management
New York
$675K – – –
EWM
393
EPG Wealth Management
Georgia
$671K -$6.08K -43 -0.9%
FAM
394
Flaharty Asset Management
Florida
$668K -$7.75M -54,775 -92%
SBWIC
395
Schaper Benz & Wise Investment Counsel
Wisconsin
$665K – – –
MBT
396
Montecito Bank & Trust
California
$663K – – –
AWA
397
American Wealth Advisors
Georgia
$654K -$20.7K -146 -3%
APP
398
Avantax Planning Partners
Iowa
$653K -$3.4K -24 -0.5%
YAIA
399
Yanni & Associates Investment Advisors
Pennsylvania
$650K – – –
PWM
400
Partners Wealth Management
California
$649K – – –
14 15
16
17 18