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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
451
Resource Consulting Group
Florida
$326K – – –
IWM
452
IHT Wealth Management
Illinois
$324K – – –
ATC
453
Argent Trust Co
Tennessee
$322K – – –
BMCM
454
Burns Matteson Capital Management
New York
$321K +$6.09K +57 +2%
HCM
455
HMS Capital Management
Tennessee
$320K -$947K -8,861 -74%
LWCFA
456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$317K -$73.7K -690 -18%
CS
457
Capital Square
Tennessee
$316K – – –
WP
458
WealthSource Partners
California
$315K +$21.4K +200 +7%
TW
459
Transform Wealth
Colorado
$313K -$3.21K -30 -1%
MSFS
460
Main Street Financial Solutions
Pennsylvania
$311K – – –
AI
461
Accredited Investors
Minnesota
$309K -$33.7K -315 -9%
WB
462
WesBanco Bank
West Virginia
$303K -$10.3K -96 -3%
MFA
463
Mayflower Financial Advisors
Massachusetts
$300K – – –
PPW
464
Presilium Private Wealth
Pennsylvania
$300K – – –
FT
465
Fiduciary Trust
Massachusetts
$297K -$5.34K -50 -2%
V
466
Veritable
Delaware
$294K – – –
ECM
467
Evergreen Capital Management
Washington
$291K +$303K +2,836 New
SFWA
468
Summit Financial Wealth Advisors
Louisiana
$291K – – –
CFS
469
CRA Financial Services
New Jersey
$291K +$5.56K +52 +2%
AWA
470
Arkadios Wealth Advisors
Georgia
$288K -$52.9K -495 -15%
HAS
471
Holland Advisory Services
Florida
$288K -$129K -1,208 -30%
BIM
472
Bridges Investment Management
Nebraska
$287K -$10.5K -98 -3%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$285K +$176K +1,650 +146%
YIH
474
Y-Intercept (HK)
Hong Kong
$285K +$297K +2,777 New
TWP
475
Transparent Wealth Partners
Arkansas
$284K -$16.3K -153 -5%
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