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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
401
IHT Wealth Management
Illinois
$488K +$58.9K +523 +15%
BAM
402
Belpointe Asset Management
Nevada
$486K -$32.5K -289 -7%
PA
403
PFG Advisors
Arizona
$481K -$1.01K -9 -0.2%
IA
404
IFG Advisors
Missouri
$474K – – –
IAA
405
Ironsides Asset Advisors
North Carolina
$473K +$225K +2,000 +100%
WFM
406
Wolff Financial Management
Michigan
$473K – – –
CW
407
CreativeOne Wealth
Kansas
$470K +$447K +3,967 New
PCH
408
PGIM Custom Harvest
New Jersey
$464K +$25.2K +224 +6%
MSFS
409
Main Street Financial Solutions
Pennsylvania
$464K – – –
CFG
410
Clayton Financial Group
Missouri
$463K +$440K +3,910 New
CCB
411
Country Club Bank
Missouri
$458K -$2.25K -20 -0.5%
JWCA
412
J.W. Cole Advisors
Florida
$457K +$7.66K +68 +2%
BRWA
413
B. Riley Wealth Advisors
Florida
$453K -$3.27K -29 -0.6%
SDWMA
414
Schneider Downs Wealth Management Advisors
Pennsylvania
$453K – – –
MMHP
415
Murphy Middleton Hinkle & Parker
Georgia
$451K +$24.1K +214 +6%
FA
416
Financial Alternatives
California
$450K – – –
PWM
417
Perigon Wealth Management
California
$449K -$42.1K -374 -9%
HW
418
Hancock Whitney
Mississippi
$445K -$721K -6,403 -63%
SI
419
Stephens Inc
Arkansas
$444K – – –
CAG
420
Crestwood Advisors Group
Massachusetts
$443K +$31K +275 +8%
CAM
421
Close Asset Management
United Kingdom
$442K – – –
WIA
422
World Investment Advisors
California
$441K -$2.28M -20,253 -84%
FFWA
423
FRG Family Wealth Advisors
Washington
$433K – – –
NF
424
Norwood Financial
Pennsylvania
$430K – – –
RMCM
425
Reynders McVeigh Capital Management
Massachusetts
$426K – – –
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17
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