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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
401
Holistic Planning
Texas
$537K – – –
TCOV
402
Trust Company of Vermont
Vermont
$533K -$44K -374 -8%
NHC
403
Nicholas Hoffman & Company
Georgia
$533K +$507K +4,310 New
CCMG
404
Clark Capital Management Group
Pennsylvania
$529K – – –
MSFS
405
Main Street Financial Solutions
Pennsylvania
$526K – – –
KPWS
406
Kestra Private Wealth Services
Texas
$525K -$32.7K -278 -6%
CCA
407
Cobblestone Capital Advisors
New York
$516K -$31.2K -265 -6%
NGA
408
Naples Global Advisors
Florida
$516K -$4.59K -39 -0.9%
AL
409
Aspiriant LLC
California
$515K -$49.9K -424 -9%
CPC
410
Cookson Peirce & Co
Pennsylvania
$510K -$20.8K -177 -4%
BFA
411
Beaumont Financial Advisors
Massachusetts
$510K – – –
PWM
412
Partners Wealth Management
California
$505K – – –
WB
413
WesBanco Bank
West Virginia
$504K +$69.8K +593 +17%
RA
414
RFG Advisory
Alabama
$503K +$72.4K +615 +18%
HW
415
Hancock Whitney
Mississippi
$499K -$172K -1,463 -27%
BFS
416
Bradley Foster & Sargent
Connecticut
$498K -$21.2K -180 -4%
MCM
417
MV Capital Management
Maryland
$498K -$94.8K -806 -17%
CIA
418
Capital Investment Advisors
Georgia
$497K +$2.35K +20 +0.5%
IA
419
IFG Advisors
Missouri
$495K – – –
RWM
420
Riverbend Wealth Management
South Carolina
$494K – – –
WFM
421
Wolff Financial Management
Michigan
$494K – – –
DA
422
Doliver Advisors
Texas
$488K -$21.8K -185 -4%
FC
423
Fairscale Capital
New Hampshire
$488K +$50.6K +430 +12%
FFWA
424
FRG Family Wealth Advisors
Washington
$480K – – –
TSWM
425
Triangle Securities Wealth Management
North Carolina
$480K +$117K +998 +35%
15 16
17
18 19