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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
476
Vickerman Investment Advisors
Washington
$283K -$19K -178 -6%
IWC
477
Integrated Wealth Concepts
Massachusetts
$282K +$19.3K +181 +7%
CCFM
478
Clear Creek Financial Management
Washington
$280K -$13.3M -124,751 -98%
SW
479
SVB Wealth
Massachusetts
$279K -$265K -2,484 -48%
HH
480
Hilltop Holdings
Texas
$279K – – –
CST
481
Charles Schwab Trust
Nevada
$277K – – –
MI
482
Moneywise Inc
Virginia
$276K +$1.07K +10 +0.4%
LWM
483
Lyell Wealth Management
California
$275K +$286K +2,675 New
AMG
484
Advisors Management Group
Wisconsin
$274K – – –
DJYG
485
David J. Yvars Group
Florida
$274K +$107 +1 +0%
FNBTCON
486
First National Bank & Trust Co of Newtown
Pennsylvania
$272K – – –
CF
487
Centaurus Financial
California
$270K +$159K +1,485 +130%
PWM
488
PBMares Wealth Management
Virginia
$270K +$427 +4 +0.2%
RPCONE
489
Retirement Planning Company of New England
Rhode Island
$269K – – –
SBIA
490
Sheaff Brock Investment Advisors
Indiana
$267K +$278K +2,600 New
SA
491
Sunesis Advisors
Kansas
$267K -$1.26M -11,834 -82%
IA
492
Insight Advisors
Pennsylvania
$264K +$214 +2 +0.1%
LWM
493
Laidlaw Wealth Management
New York
$263K -$214 -2 -0.1%
MA
494
MKT Advisors
California
$260K – – –
AHB
495
Abner Herrman & Brock
New Jersey
$257K – – –
NCM
496
Narwhal Capital Management
Georgia
$257K – – –
EW
497
Enzi Wealth
Texas
$253K -$37.4K -350 -12%
RWM
498
Rockwood Wealth Management
Pennsylvania
$253K +$1.18K +11 +0.4%
BHWM
499
Bar Harbor Wealth Management
New Hampshire
$252K – – –
FMWA
500
Forvis Mazars Wealth Advisors
Missouri
$251K +$107 +1 +0%
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