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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
401
Sigma Investment Counselors
Michigan
$489K -$16.5K -160 -4%
BFA
402
Beaumont Financial Advisors
Massachusetts
$482K -$50.4K -490 -10%
GVAG
403
Great Valley Advisor Group
Delaware
$480K +$206 +2 +0%
PWM
404
Perigon Wealth Management
California
$475K +$67.4K +655 +19%
PA
405
PFG Advisors
Arizona
$465K -$23.1K -225 -5%
BJL
406
Brighton Jones LLC
Washington
$459K +$73.6K +716 +22%
IA
407
IFG Advisors
Missouri
$457K – – –
MAM
408
Mystic Asset Management
Rhode Island
$456K – – –
WFM
409
Wolff Financial Management
Michigan
$456K – – –
CCB
410
Country Club Bank
Missouri
$449K -$17.5K -170 -4%
MSFS
411
Main Street Financial Solutions
Pennsylvania
$447K +$59.2K +576 +17%
FFWA
412
FRG Family Wealth Advisors
Washington
$445K – – –
SYBT
413
Stock Yards Bank & Trust
Kentucky
$443K -$56.6K -550 -12%
CIA
414
Capital Investment Advisors
Georgia
$441K -$10.2K -99 -2%
UCB
415
United Community Bank
South Carolina
$438K -$128K -1,243 -24%
SDWMA
416
Schneider Downs Wealth Management Advisors
Pennsylvania
$437K – – –
FA
417
Financial Alternatives
California
$434K – – –
JWCA
418
J.W. Cole Advisors
Florida
$433K +$26.7K +260 +7%
SI
419
Stephens Inc
Arkansas
$428K +$514 +5 +0.1%
CAM
420
Close Asset Management
United Kingdom
$427K – – –
PCH
421
PGIM Custom Harvest
New Jersey
$422K – – –
NF
422
Norwood Financial
Pennsylvania
$414K -$7.3K -71 -2%
EPW
423
Evergreen Private Wealth
Colorado
$414K +$373K +3,630 New
SC
424
SouthState Corp
Florida
$413K – – –
JF
425
JSF Financial
California
$412K -$83.7K -814 -18%
15 16
17
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