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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
451
Rice Partnership
Hawaii
$12K +$11.9K +150 New
ESB
452
Essex Savings Bank
Connecticut
$11K – – –
TFS
453
TrustCore Financial Services
Tennessee
$11K – – –
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$10.9K +138 New
LWM
455
Liberty Wealth Management
California
$9K – – –
PCTC
456
Perkins Coie Trust Company
Washington
$9K – – –
PMFA
457
Plante Moran Financial Advisors
Michigan
$9K – – –
CTC
458
Central Trust Company
Missouri
$8K – – –
JPLA
459
Joseph P. Lucia & Associates
New York
$6K – – –
MFT
460
Moisand Fitzgerald Tamayo
Florida
$6K – – –
AIC
461
Archer Investment Corporation
Indiana
$5K – – –
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31K – – –
WEC
463
Winslow Evans & Crocker
Massachusetts
$4K +$2.54K +32 New
KFS
464
Kelly Financial Services
Massachusetts
$3.83K – – –
PWMG
465
Prestige Wealth Management Group
New Jersey
$3K -$32.2K -406 -91%
LDFR
466
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$2.54K +32 New
KCPG
467
Kavar Capital Partners Group
Kansas
$1K +$952 +12 New
NFG
468
Noven Financial Group
Colorado
– -$23.9M -305,090 Closed
AI
469
Atria Investments
North Carolina
– -$3.94M -50,130 Closed
SS
470
Simplicity Solutions
Minnesota
– -$2.04M -25,996 Closed
IWS
471
Insight Wealth Strategies
California
– -$889K -11,330 Closed
MSAM
472
Moloney Securities Asset Management
Missouri
– -$505K -6,436 Closed
FA
473
FDx Advisors
Illinois
– -$392K -4,996 Closed
DIA
474
Dana Investment Advisors
Wisconsin
– -$357K -4,548 Closed
FMBTD
475
First Midwest Bank Trust Division
Illinois
– -$343K -4,370 Closed
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