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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
401
Main Street Financial Solutions
Pennsylvania
$552K – – –
NGA
402
Naples Global Advisors
Florida
$542K – – –
AA
403
Ancora Advisors
Ohio
$542K -$57.9K -452 -10%
TSWM
404
Triangle Securities Wealth Management
North Carolina
$537K +$32.7K +255 +7%
BFA
405
Beaumont Financial Advisors
Massachusetts
$535K – – –
KPWS
406
Kestra Private Wealth Services
Texas
$532K -$19.3K -151 -4%
CIA
407
Capital Investment Advisors
Georgia
$528K +$6.79K +53 +1%
CCA
408
Cobblestone Capital Advisors
New York
$528K -$14.1K -110 -3%
HW
409
Hancock Whitney
Mississippi
$527K +$3.07K +24 +0.6%
DBRC
410
D.B. Root & Company
Pennsylvania
$524K +$517K +4,039 New
CPC
411
Cookson Peirce & Co
Pennsylvania
$524K -$11.7K -91 -2%
MCM
412
MV Capital Management
Maryland
$522K – – –
SC
413
SouthState Corp
Florida
$520K -$365K -2,847 -42%
IA
414
IFG Advisors
Missouri
$520K +$128 +1 +0%
RWM
415
Riverbend Wealth Management
South Carolina
$519K – – –
WFM
416
Wolff Financial Management
Michigan
$519K – – –
IAA
417
Ironsides Asset Advisors
North Carolina
$519K +$256K +2,000 +100%
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$518K +$36K +281 +8%
BFS
419
Bradley Foster & Sargent
Connecticut
$516K -$6.4K -50 -1%
AL
420
Aspiriant LLC
California
$516K -$24.2K -189 -5%
BFO
421
Boston Family Office
Massachusetts
$509K -$57.1K -446 -10%
FC
422
Fairscale Capital
New Hampshire
$508K – – –
NWAG
423
Net Worth Advisory Group
Utah
$507K -$3.7M -28,890 -88%
FFWA
424
FRG Family Wealth Advisors
Washington
$504K – – –
FA
425
Financial Alternatives
California
$494K – – –
15 16
17
18 19