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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
451
Zhang Financial
Michigan
$263K – – –
IA
452
Insight Advisors
Pennsylvania
$260K +$204 +2 +0.1%
KPWS
453
Kestra Private Wealth Services
Texas
$256K -$54K -529 -16%
HH
454
Hilltop Holdings
Texas
$256K – – –
CST
455
Charles Schwab Trust
Nevada
$255K – – –
HBW
456
Hazlett, Burt & Watson
West Virginia
$255K – – –
RWP
457
Revolve Wealth Partners
New Jersey
$254K -$26K -255 -9%
AMG
458
Advisors Management Group
Wisconsin
$252K – – –
RPCONE
459
Retirement Planning Company of New England
Rhode Island
$251K -$2.04K -20 -0.7%
FNBTCON
460
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
SW
461
SVB Wealth
Massachusetts
$249K – – –
MA
462
MKT Advisors
California
$247K – – –
PWM
463
PBMares Wealth Management
Virginia
$246K +$408 +4 +0.2%
MWM
464
Mascoma Wealth Management
New Hampshire
$245K -$268K -2,626 -50%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$240K +$102 +1 +0%
GRP
466
Global Retirement Partners
California
$240K +$204 +2 +0.1%
IWM
467
IHT Wealth Management
Illinois
$238K +$14K +137 +6%
NCM
468
Narwhal Capital Management
Georgia
$236K – – –
FA
469
FC Advisory
Pennsylvania
$236K +$1.02K +10 +0.4%
EWM
470
Endurance Wealth Management
Rhode Island
$235K -$510 -5 -0.2%
RMDI
471
R.M. Davis Inc
Maine
$235K – – –
WH
472
Willner & Heller
California
$235K +$1.84K +18 +0.7%
BS
473
Boenning & Scattergood
Pennsylvania
$235K +$4.08K +40 +2%
MWM
474
Mission Wealth Management
California
$234K +$4.08K +40 +2%
JWM
475
JFG Wealth Management
Colorado
$233K – – –
17 18
19
20 21