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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
451
PSI Advisors
Florida
$268K -$6.12K -60 -2%
ZF
452
Zhang Financial
Michigan
$263K – – –
IA
453
Insight Advisors
Pennsylvania
$260K +$204 +2 +0.1%
KPWS
454
Kestra Private Wealth Services
Texas
$256K -$54K -529 -16%
HH
455
Hilltop Holdings
Texas
$256K – – –
CST
456
Charles Schwab Trust
Nevada
$255K – – –
HBW
457
Hazlett, Burt & Watson
West Virginia
$255K – – –
RWP
458
Revolve Wealth Partners
New Jersey
$254K -$26K -255 -9%
AMG
459
Advisors Management Group
Wisconsin
$252K – – –
RPCONE
460
Retirement Planning Company of New England
Rhode Island
$251K -$2.04K -20 -0.7%
FNBTCON
461
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
SW
462
SVB Wealth
Massachusetts
$249K – – –
MA
463
MKT Advisors
California
$247K – – –
PWM
464
PBMares Wealth Management
Virginia
$246K +$408 +4 +0.2%
MWM
465
Mascoma Wealth Management
New Hampshire
$245K -$268K -2,626 -50%
FMWA
466
Forvis Mazars Wealth Advisors
Missouri
$240K +$102 +1 +0%
GRP
467
Global Retirement Partners
California
$240K +$204 +2 +0.1%
IWM
468
IHT Wealth Management
Illinois
$238K +$14K +137 +6%
NCM
469
Narwhal Capital Management
Georgia
$236K – – –
FA
470
FC Advisory
Pennsylvania
$236K +$1.02K +10 +0.4%
EWM
471
Endurance Wealth Management
Rhode Island
$235K -$510 -5 -0.2%
RMDI
472
R.M. Davis Inc
Maine
$235K – – –
WH
473
Willner & Heller
California
$235K +$1.84K +18 +0.7%
BS
474
Boenning & Scattergood
Pennsylvania
$235K +$4.08K +40 +2%
MWM
475
Mission Wealth Management
California
$234K +$4.08K +40 +2%
17 18
19
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