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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
426
Maia Wealth
Colorado
$493K +$483K +3,782 New
FFWA
427
FRG Family Wealth Advisors
Washington
$486K – – –
IIL
428
Insight Inv LLC
California
$481K +$491K +3,849 New
SIC
429
Sigma Investment Counselors
Michigan
$480K -$26.2K -205 -5%
SDWMA
430
Schneider Downs Wealth Management Advisors
Pennsylvania
$478K – – –
FA
431
Financial Alternatives
California
$476K – – –
CCB
432
Country Club Bank
Missouri
$472K – – –
BRWA
433
B. Riley Wealth Advisors
Florida
$472K -$107K -840 -18%
WAP
434
Wealthcare Advisory Partners
Pennsylvania
$469K -$32.4K -254 -6%
PA
435
PFG Advisors
Arizona
$469K -$28.9K -226 -6%
CWM
436
Cornerstone Wealth Management
Missouri
$468K -$8.04K -63 -2%
CAM
437
Close Asset Management
United Kingdom
$467K – – –
DIA
438
Dana Investment Advisors
Wisconsin
$461K +$14K +110 +3%
CL
439
Choreo LLC
Illinois
$460K -$62.9K -493 -12%
PWM
440
Perigon Wealth Management
California
$460K -$15.1K -118 -3%
TWM
441
Topsail Wealth Management
North Carolina
$460K +$470K +3,678 New
LWM
442
Liberty Wealth Management
California
$459K +$2.43K +19 +0.5%
TRCT
443
Tower Research Capital (TRC)
New York
$453K +$147K +1,154 +47%
RMCM
444
Reynders McVeigh Capital Management
Massachusetts
$450K – – –
MCM
445
MV Capital Management
Maryland
$450K – – –
VW
446
Veridan Wealth
Oregon
$446K +$445K +3,487 New
FM
447
Foster & Motley
Ohio
$442K – – –
WB
448
WesBanco Bank
West Virginia
$441K +$25.3K +198 +6%
PCIA
449
Prime Capital Investment Advisors
Kansas
$438K +$24.1K +189 +6%
RZH
450
Relyea Zuckerberg Hanson
Connecticut
$438K +$2.43K +19 +0.5%
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