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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
401
Murphy Middleton Hinkle & Parker
Georgia
$471K +$951 +8 +0.2%
FA
402
Financial Alternatives
California
$470K – – –
CWM
403
Cornerstone Wealth Management
Missouri
$470K – – –
CCB
404
Country Club Bank
Missouri
$469K – – –
FHC
405
First Heartland Consultants
Missouri
$464K -$94.5K -795 -17%
CAM
406
Close Asset Management
United Kingdom
$462K – – –
GAM
407
Gotham Asset Management
New York
$458K – – –
PWM
408
Perigon Wealth Management
California
$456K -$12.2K -103 -3%
LWM
409
Liberty Wealth Management
California
$452K -$46.3M -389,092 -99%
GIA
410
Gladstone Institutional Advisory
Florida
$449K +$6.78K +57 +2%
ET
411
Equitable Trust
Tennessee
$446K +$429K +3,605 New
MCM
412
MV Capital Management
Maryland
$445K – – –
RMCM
413
Reynders McVeigh Capital Management
Massachusetts
$445K – – –
DIA
414
Dana Investment Advisors
Wisconsin
$442K +$198K +1,664 +87%
FM
415
Foster & Motley
Ohio
$438K – – –
GL
416
Graypoint LLC
New York
$436K – – –
RZH
417
Relyea Zuckerberg Hanson
Connecticut
$431K +$2.38K +20 +0.6%
BHBT
418
Burke & Herbert Bank & Trust
Virginia
$430K -$594 -5 -0.1%
KPWS
419
Kestra Private Wealth Services
Texas
$425K -$167K -1,406 -29%
SM
420
Sensible Money
Arizona
$423K +$11.1K +93 +3%
GA
421
Goldstein Advisors
Wisconsin
$423K – – –
ES
422
Eagle Strategies
New York
$421K -$28.8K -242 -7%
TCOV
423
Trust Company of Vermont
Vermont
$417K – – –
T
424
TNF
Montana
$416K +$1.19K +10 +0.3%
MKW
425
Mullaney, Keating & Wright
Connecticut
$416K +$3.81K +32 +1%
15 16
17
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