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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
476
CRA Financial Services
New Jersey
$317K – – –
MI
477
Moneywise Inc
Virginia
$309K +$2.37K +23 +0.9%
HH
478
Hilltop Holdings
Texas
$309K – – –
CST
479
Charles Schwab Trust
Nevada
$308K – – –
AMG
480
Advisors Management Group
Wisconsin
$304K – – –
TW
481
Transform Wealth
Colorado
$302K -$10.3K -100 -4%
PWM
482
PBMares Wealth Management
Virginia
$301K +$1.03K +10 +0.4%
RPCONE
483
Retirement Planning Company of New England
Rhode Island
$299K – – –
WCA
484
Waypoint Capital Advisors
Minnesota
$297K +$56.6K +550 +27%
SA
485
Sunesis Advisors
Kansas
$296K – – –
MWM
486
Mission Wealth Management
California
$292K +$263K +2,561 New
IA
487
Insight Advisors
Pennsylvania
$291K -$1.13K -11 -0.4%
MA
488
MKT Advisors
California
$290K – – –
WH
489
Willner & Heller
California
$288K +$259K +2,523 New
CWS
490
Confluence Wealth Services
Pennsylvania
$283K – – –
FFN
491
Focus Financial Network
Minnesota
$281K +$254K +2,468 New
PIM
492
Penobscot Investment Management
Massachusetts
$281K +$13.4K +130 +6%
PP
493
Pegasus Partners
Wisconsin
$278K +$251K +2,436 New
HTC
494
Haverford Trust Company
Pennsylvania
$278K – – –
RWM
495
Rockwood Wealth Management
Pennsylvania
$277K -$4.22K -41 -2%
BSSFA
496
Baron Silver Stevens Financial Advisors
Florida
$276K – – –
RBC
497
Romano Brothers & Co
Illinois
$275K -$101K -980 -29%
FRA
498
Frank Rimerman Advisors
California
$275K – – –
S
499
SignatureFD
Georgia
$274K +$122K +1,187 +98%
CAM
500
Clarity Asset Management
Iowa
$273K +$246K +2,394 New
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