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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
376
Gables Capital Management
Florida
$67K – – –
TFO
377
Tarbox Family Office
California
$64K – – –
FPB
378
First PREMIER Bank
South Dakota
$64K +$65.6K +950 New
OC
379
Oakworth Capital
Alabama
$61K – – –
WCG
380
Weaver Consulting Group
California
$59K – – –
ST
381
Smithfield Trust
Pennsylvania
$58K – – –
AA
382
Advisory Alpha
Michigan
$57K -$444K -6,428 -89%
VFA
383
Valeo Financial Advisors
Indiana
$56K – – –
HIA
384
Harbor Investment Advisory
Maryland
$55K – – –
ONST
385
Old North State Trust
North Carolina
$55K +$56.5K +818 New
LB
386
Legacy Bridge
Iowa
$54K – – –
CHA
387
Carmichael Hill & Associates
Maryland
$54K +$138 +2 +0.3%
CFFP
388
Center for Financial Planning
Michigan
$51K – – –
PMFA
389
Plante Moran Financial Advisors
Michigan
$50K +$42K +608 +475%
MF
390
Manchester Financial
California
$45K – – –
BCA
391
Berman Capital Advisors
Georgia
$45K +$276 +4 +0.6%
TIM
392
Tortoise Investment Management
New York
$44K -$4.14K -60 -8%
KTC
393
Kistler-Tiffany Companies
Pennsylvania
$43K +$276 +4 +0.6%
EP
394
Eudaimonia Partners
Tennessee
$39K -$13.8K -200 -26%
FP
395
Fiduciary Planning
Florida
$39K +$40.1K +580 New
S
396
SignatureFD
Georgia
$37K -$3.59K -52 -9%
GWM
397
Geneos Wealth Management
Colorado
$35K -$2.76K -40 -7%
CFN
398
Cordasco Financial Network
Florida
$35K – – –
TFGT
399
TS Financial Group (TSFG)
Illinois
$34K – – –
MIM
400
Macroview Investment Management
Maryland
$34K +$138 +2 +0.4%
14 15
16
17 18