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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
B
376
Bailard
California
$630K – – –
TWP
377
Total Wealth Planning
Ohio
$627K – – –
AC
378
AWM Capital
Arizona
$626K – – –
CAG
379
Crestwood Advisors Group
Massachusetts
$620K -$83.6K -653 -12%
MWM
380
Mission Wealth Management
California
$615K -$86.6K -676 -12%
MCA
381
MSH Capital Advisors
Arizona
$613K – – –
PFA
382
Professional Financial Advisors
Nebraska
$604K -$29.6K -231 -5%
FA
383
Fiduciary Alliance
South Carolina
$601K +$896 +7 +0.2%
NHC
384
Nicholas Hoffman & Company
Georgia
$601K +$41K +320 +7%
PWP
385
Perfromance Wealth Partners
Illinois
$600K – – –
FCAS
386
First Command Advisory Services
Texas
$598K -$41.1K -321 -7%
AWA
387
American Wealth Advisors
Georgia
$597K +$589K +4,601 New
SWM
388
Spire Wealth Management
Virginia
$595K -$20.6K -161 -3%
RIM
389
Rockbridge Investment Management
New York
$592K – – –
EWM
390
EPG Wealth Management
Georgia
$590K -$25K -195 -4%
MBT
391
Montecito Bank & Trust
California
$586K +$579K +4,520 New
SBWIC
392
Schaper Benz & Wise Investment Counsel
Wisconsin
$584K – – –
CCMG
393
Clark Capital Management Group
Pennsylvania
$584K +$28.3K +221 +5%
APP
394
Avantax Planning Partners
Iowa
$581K -$2.31K -18 -0.4%
FHC
395
First Horizon Corporation
Tennessee
$574K +$567K +4,426 New
PCA
396
Purkiss Capital Advisors
Connecticut
$569K +$129K +1,006 +30%
PA
397
PFG Advisors
Arizona
$567K +$560K +4,372 New
CSIC
398
Clifford Swan Investment Counsel
California
$566K – – –
TCOV
399
Trust Company of Vermont
Vermont
$560K – – –
PWM
400
Partners Wealth Management
California
$557K +$11.4K +89 +2%
14 15
16
17 18