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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
501
Atlas Brown
Kentucky
$329K +$1.06K +9 +0.3%
MA
502
MKT Advisors
California
$327K – – –
CWM
503
Calamos Wealth Management
Illinois
$327K +$17.4K +148 +6%
HTC
504
Haverford Trust Company
Pennsylvania
$326K – – –
ET
505
Equitable Trust
Tennessee
$325K -$102K -869 -25%
RFM
506
Royal Fund Management
Florida
$324K -$49.3K -419 -14%
SIS
507
Sound Income Strategies
Florida
$324K -$148K -1,260 -32%
KAS
508
KPP Advisory Services
Kentucky
$324K -$42.5K -361 -12%
WH
509
Willner & Heller
California
$320K +$1.29K +11 +0.4%
PS
510
Principal Securities
Iowa
$317K -$14K -119 -4%
BB
511
Busey Bank
Illinois
$315K -$10.2K -87 -3%
MPIA
512
Milestones Private Investment Advisors
New York
$313K +$298K +2,531 New
BF
513
Bonfire Financial
Colorado
$311K – – –
PWW
514
Pettyjohn Wood & White
Virginia
$309K – – –
WPA
515
Wealth Preservation Advisors
Tennessee
$306K -$1.18K -10 -0.4%
CWS
516
Confluence Wealth Services
Pennsylvania
$306K – – –
GL
517
Graypoint LLC
New York
$304K -$94.1K -800 -25%
V
518
VeraBank
Texas
$299K +$284K +2,417 New
FRA
519
Frank Rimerman Advisors
California
$298K – – –
CAM
520
Clarity Asset Management
Iowa
$298K +$1.18K +10 +0.4%
RWM
521
Ritholtz Wealth Management
New York
$297K +$85.2K +724 +43%
RFP
522
Root Financial Partners
California
$297K – – –
GWP
523
Gen-Wealth Partners
Michigan
$295K +$2.47K +21 +0.9%
RBC
524
Romano Brothers & Co
Illinois
$295K -$2.35K -20 -0.8%
MKW
525
Mullaney, Keating & Wright
Connecticut
$294K – – –
19 20
21
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