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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
401
AWM Capital
Arizona
$577K – – –
IP
402
Integras Partners
Georgia
$567K -$18.9K -151 -3%
EWM
403
EPG Wealth Management
Georgia
$566K +$6.26K +50 +1%
MCA
404
MSH Capital Advisors
Arizona
$566K – – –
LPAM
405
Lodestar Private Asset Management
California
$565K +$1.63K +13 +0.3%
TCOV
406
Trust Company of Vermont
Vermont
$562K +$46.8K +374 +9%
CAG
407
Crestwood Advisors Group
Massachusetts
$559K +$159K +1,268 +37%
PWP
408
Perfromance Wealth Partners
Illinois
$554K – – –
EWA
409
ERTS Wealth Advisors
Michigan
$554K -$15.7K -125 -3%
AL
410
Aspiriant LLC
California
$549K -$9.39K -75 -2%
RIM
411
Rockbridge Investment Management
New York
$547K -$11.6K -93 -2%
BFO
412
Boston Family Office
Massachusetts
$543K -$157K -1,253 -22%
KPWS
413
Kestra Private Wealth Services
Texas
$542K -$47.7K -381 -8%
APP
414
Avantax Planning Partners
Iowa
$540K -$38.8K -310 -6%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$539K – – –
IA
416
IFG Advisory
Georgia
$538K +$4.63K +37 +0.8%
FA
417
FC Advisory
Pennsylvania
$538K -$12.5K -100 -2%
MBT
418
Montecito Bank & Trust
California
$534K -$3.76K -30 -0.7%
CCA
419
Cobblestone Capital Advisors
New York
$532K -$13.1K -105 -2%
FA
420
Fiduciary Alliance
South Carolina
$530K +$876 +7 +0.2%
PFA
421
Professional Financial Advisors
Nebraska
$530K -$1K -8 -0.2%
CSIC
422
Clifford Swan Investment Counsel
California
$522K -$13.4K -107 -2%
WS
423
Wedbush Securities
California
$521K -$27.4K -219 -5%
HP
424
Holistic Planning
Texas
$520K -$10.8K -86 -2%
SWM
425
SeaCrest Wealth Management
New York
$518K -$7.39K -59 -1%
15 16
17
18 19