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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Confluence Wealth Management
Oregon
– -$1.54M -18,040 Closed
LRIA
477
Leonard Rickey Investment Advisors
Washington
– -$1.4M -16,362 Closed
SWM
478
Segment Wealth Management
Texas
– -$1.12M -13,160 Closed
CF
479
Centaurus Financial
California
– -$1.05M -12,266 Closed
VWA
480
Visionary Wealth Advisors
Illinois
– -$952K -11,154 Closed
PWAP
481
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$841K -10,016 Closed
PAS
482
Park Avenue Securities
New York
– -$750K -8,786 Closed
BWA
483
Beam Wealth Advisors
Louisiana
– -$685K -8,024 Closed
H
484
HoyleCohen
California
– -$667K -7,812 Closed
APW
485
Acima Private Wealth
Virginia
– -$600K -7,030 Closed
PWM
486
Perigon Wealth Management
California
– -$524K -6,188 Closed
PP
487
Pegasus Partners
Wisconsin
– -$518K -6,070 Closed
LA
488
Legacy Advisors
Pennsylvania
– -$480K -5,624 Closed
KWM
489
Kingsview Wealth Management
Oregon
– -$458K -5,366 Closed
CAM
490
Covenant Asset Management
New Jersey
– -$451K -5,286 Closed
BAAM
491
Baker Avenue Asset Management
California
– -$442K -5,186 Closed
MWM
492
Meridian Wealth Management
Kentucky
– -$402K -4,720 Closed
CRC
493
Curi RMB Capital
Illinois
– -$394K -4,614 Closed
PA
494
Parallel Advisors
California
– -$375K -4,398 Closed
AB
495
Atlas Brown
Kentucky
– -$366K -4,282 Closed
BJL
496
Brighton Jones LLC
Washington
– -$364K -4,268 Closed
CG
497
Corundum Group
Colorado
– -$350K -4,100 Closed
BIM
498
Bridges Investment Management
Nebraska
– -$348K -4,070 Closed
JIR
499
James Investment Research
Ohio
– -$346K -4,050 Closed
MG
500
Mather Group
Illinois
– -$343K -4,016 Closed
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