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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
401
Choreo LLC
Illinois
$461K +$200K +1,755 +75%
SIC
402
Sigma Investment Counselors
Michigan
$459K -$27.4K -240 -6%
IA
403
IFG Advisors
Missouri
$454K – – –
IAA
404
Ironsides Asset Advisors
North Carolina
$454K – – –
PA
405
PFG Advisors
Arizona
$451K -$10.5K -92 -2%
MSFS
406
Main Street Financial Solutions
Pennsylvania
$445K – – –
FFWA
407
FRG Family Wealth Advisors
Washington
$444K -$1.6K -14 -0.4%
SDWMA
408
Schneider Downs Wealth Management Advisors
Pennsylvania
$434K – – –
FPAS
409
Focus Partners Advisor Solutions
Missouri
$433K +$41.2K +361 +10%
FA
410
Financial Alternatives
California
$432K – – –
CWM
411
Cornerstone Wealth Management
Missouri
$432K -$184K -1,617 -30%
MMHP
412
Murphy Middleton Hinkle & Parker
Georgia
$431K -$1.03K -9 -0.2%
PWM
413
Perigon Wealth Management
California
$431K +$114 +1 +0%
SI
414
Stephens Inc
Arkansas
$430K +$4.79K +42 +1%
CCB
415
Country Club Bank
Missouri
$429K -$7.98K -70 -2%
CAM
416
Close Asset Management
United Kingdom
$425K – – –
GAM
417
Gotham Asset Management
New York
$420K +$423K +3,706 New
VW
418
Veridan Wealth
Oregon
$418K +$386K +3,381 New
ES
419
Eagle Strategies
New York
$414K +$416K +3,646 New
LWM
420
Liberty Wealth Management
California
$412K +$44.8M +392,746 New
MCM
421
MV Capital Management
Maryland
$409K – – –
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$408K – – –
GIA
423
Gladstone Institutional Advisory
Florida
$406K +$17.9K +157 +5%
AF
424
Advisornet Financial
Minnesota
$405K -$267K -2,341 -40%
TSWM
425
Triangle Securities Wealth Management
North Carolina
$404K +$4.11K +36 +1%
15 16
17
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