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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
451
Sensible Money
Arizona
$489K – – –
MFA
452
Mayflower Financial Advisors
Massachusetts
$487K +$60.6K +428 +15%
AIA
453
Ally Invest Advisors
North Carolina
$486K +$1.84K +13 +0.4%
GIA
454
Gladstone Institutional Advisory
Florida
$484K +$124K +875 +36%
HIA
455
Highland Investment Advisors
Florida
$480K +$460K +3,252 New
SW
456
SlateStone Wealth
Florida
$476K +$141 +1 +0%
FCFC
457
First Commonwealth Financial Corp
Pennsylvania
$472K – – –
SFG
458
Sage Financial Group
Pennsylvania
$472K -$13.4K -95 -3%
CP
459
Cornerstone Planning
North Carolina
$471K – – –
DC
460
Davenport & Co
Virginia
$470K – – –
BFO
461
Boston Family Office
Massachusetts
$468K -$26.3K -186 -6%
CL
462
Choreo LLC
Illinois
$465K -$58.3K -412 -12%
CWA
463
Crusonia Wealth Advisors
Colorado
$462K – – –
ISWM
464
Independent Solutions Wealth Management
New York
$452K – – –
FNBOO
465
First National Bank of Omaha
Nebraska
$450K – – –
CG
466
Caprock Group
Idaho
$448K +$133K +940 +45%
HP
467
Holistic Planning
Texas
$445K -$30.6K -216 -7%
TWP
468
Tenet Wealth Partners
Illinois
$441K +$420K +2,972 New
RBC
469
Romano Brothers & Co
Illinois
$438K – – –
CCA
470
Childress Capital Advisors
Texas
$437K – – –
PWM
471
Perigon Wealth Management
California
$434K -$707 -5 -0.2%
WTB
472
Washington Trust Bank
Washington
$433K – – –
PIA
473
Panoramic Investment Advisors
Colorado
$428K – – –
AUB
474
Atlantic Union Bankshares
Virginia
$425K -$76.3K -539 -16%
SEIA
475
Signature Estate & Investment Advisors
California
$425K +$10.6K +75 +3%
17 18
19
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