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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
451
Transform Wealth
Colorado
$303K -$22.1K -218 -7%
CFS
452
CRA Financial Services
New Jersey
$303K – – –
HAS
453
Holland Advisory Services
Florida
$301K +$914 +9 +0.3%
BIM
454
Bridges Investment Management
Nebraska
$299K – – –
PFBT
455
Parkside Financial Bank & Trust
Missouri
$298K – – –
CFO
456
Collective Family Office
Pennsylvania
$297K -$92.6K -912 -25%
IWC
457
Integrated Wealth Concepts
Massachusetts
$295K – – –
MWM
458
Mattern Wealth Management
Kansas
$291K -$53.2K -524 -16%
HH
459
Hilltop Holdings
Texas
$290K – – –
MA
460
MKT Advisors
California
$289K – – –
WB
461
WesBanco Bank
West Virginia
$289K -$26.2K -258 -9%
AWA
462
Arkadios Wealth Advisors
Georgia
$289K -$11.2K -110 -4%
MI
463
Moneywise Inc
Virginia
$288K +$711 +7 +0.3%
DJYG
464
David J. Yvars Group
Florida
$288K – – –
LWM
465
Lyell Wealth Management
California
$287K – – –
AMG
466
Advisors Management Group
Wisconsin
$286K – – –
VIA
467
Vickerman Investment Advisors
Washington
$286K -$8.84K -87 -3%
SG
468
StoneX Group
New York
$283K -$229K -2,252 -46%
FNBTCON
469
First National Bank & Trust Co of Newtown
Pennsylvania
$283K – – –
PWM
470
PBMares Wealth Management
Virginia
$282K +$305 +3 +0.1%
RPCONE
471
Retirement Planning Company of New England
Rhode Island
$281K – – –
SW
472
SVB Wealth
Massachusetts
$280K -$10.6K -104 -4%
IA
473
Insight Advisors
Pennsylvania
$275K +$203 +2 +0.1%
AHB
474
Abner Herrman & Brock
New Jersey
$268K – – –
PFA
475
Professional Financial Advisors
Nebraska
$267K +$254K +2,496 New
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19
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