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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
501
John W. Brooker & Co
California
$15K – – –
OSNBOA
502
Old Second National Bank of Aurora
Illinois
$15K – – –
CBT
503
CoreFirst Bank & Trust
Kansas
$15K +$13.8K +176 New
LGWM
504
Litman Gregory Wealth Management
California
$14K – – –
SWM
505
Sugarloaf Wealth Management
Georgia
$14K – – –
BC
506
Bartlett & Co
Ohio
$13K +$11.6K +148 New
BCWM
507
Bartlett & Co Wealth Management
Ohio
$12.8K +$11.6K +148 New
SBL
508
Sargent Bickham Lagudis
Colorado
$11K +$4.08K +52 +72%
PCTC
509
Perkins Coie Trust Company
Washington
$10K – – –
LS
510
Leelyn Smith
Illinois
$10K +$9.26K +118 New
TFS
511
TrustCore Financial Services
Tennessee
$9K -$6.28K -80 -42%
SIS
512
Sound Income Strategies
Florida
$9K – – –
LFG
513
Larson Financial Group
Missouri
$9K +$7.84K +100 New
TF
514
Tompkins Financial
New York
$8K – – –
GLLW
515
Graves Light Lenhart Wealth
Virginia
$8K +$7.22K +92 New
MFT
516
Moisand Fitzgerald Tamayo
Florida
$7K – – –
JPLA
517
Joseph P. Lucia & Associates
New York
$7K +$6.12K +78 New
MCM
518
MV Capital Management
Maryland
$6K +$5.65K +72 New
RCA
519
Rowland Carmichael Advisors
Arizona
$5K – – –
SWM
520
Selective Wealth Management
Virginia
$5K +$4.71K +60 New
FCH
521
Freestone Capital Holdings
Washington
$4.83K – – –
KFS
522
Kelly Financial Services
Massachusetts
$4.26K -$78 -1 -2%
RMC
523
Resources Management Corp
Connecticut
$4K – – –
HPC
524
HM Payson & Co
Maine
$3K -$23.5K -300 -88%
AA
525
Ancora Advisors
Ohio
$3K – – –
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