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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
476
Heartwood Wealth Advisors
Virginia
$380K – – –
AW
477
Apricus Wealth
South Carolina
$379K +$75.5K +590 +25%
MFA
478
Mayflower Financial Advisors
Massachusetts
$379K – – –
PIA
479
Panoramic Investment Advisors
Colorado
$376K – – –
OSNBOA
480
Old Second National Bank of Aurora
Illinois
$374K – – –
NP
481
Nilsine Partners
Colorado
$372K -$512 -4 -0.1%
FFS
482
Founders Financial Securities
Maryland
$372K +$17.9K +140 +5%
PWM
483
Perigon Wealth Management
California
$372K -$90.5K -707 -20%
DC
484
Destiny Capital
Colorado
$368K +$19.3K +151 +6%
GFP
485
Gryphon Financial Partners
Ohio
$367K -$21.9K -171 -6%
IWM
486
Inlight Wealth Management
Georgia
$363K – – –
AFA
487
Allium Financial Advisors
Oregon
$360K – – –
PWW
488
Pettyjohn Wood & White
Virginia
$359K +$33.8K +264 +11%
TFS
489
Thoroughbred Financial Services
Tennessee
$358K +$128 +1 +0%
PWM
490
PBMares Wealth Management
Virginia
$357K +$11.5K +90 +3%
LAM
491
Lewis Asset Management
California
$357K – – –
HH
492
Hilltop Holdings
Texas
$354K – – –
MA
493
Mezzasalma Advisors
New Jersey
$354K – – –
RFP
494
Root Financial Partners
California
$352K +$39.1K +305 +13%
ACA
495
Aptus Capital Advisors
Alabama
$351K +$1.41K +11 +0.4%
CFS
496
CRA Financial Services
New Jersey
$350K -$3.84K -30 -1%
ZF
497
Zhang Financial
Michigan
$350K +$256 +2 +0.1%
AB
498
Atlas Brown
Kentucky
$346K +$1.15K +9 +0.3%
CS
499
Capital Square
Tennessee
$343K – – –
HTC
500
Haverford Trust Company
Pennsylvania
$342K – – –
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