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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
501
Leeward Investments
Massachusetts
$357K -$6.07M -44,336 -94%
AB
502
Atlas Brown
Kentucky
$356K +$959 +7 +0.3%
OSNBOA
503
Old Second National Bank of Aurora
Illinois
$356K -$2.88K -21 -0.8%
PWW
504
Pettyjohn Wood & White
Virginia
$353K -$13.7K -100 -4%
WWM
505
Western Wealth Management
Colorado
$353K -$1.78K -13 -0.5%
AFA
506
Allium Financial Advisors
Oregon
$352K – – –
WWMSC
507
Wagner Wealth Management (South Carolina)
South Carolina
$352K +$1.1K +8 +0.3%
IC
508
IEQ Capital
California
$351K -$148K -1,083 -29%
MFG
509
Merit Financial Group
Georgia
$351K +$363K +2,650 New
RFP
510
Root Financial Partners
California
$350K -$411 -3 -0.1%
HTC
511
Haverford Trust Company
Pennsylvania
$349K – – –
ET
512
Equitable Trust
Tennessee
$349K – – –
WH
513
Willner & Heller
California
$348K +$1.23K +9 +0.3%
KAS
514
KPP Advisory Services
Kentucky
$347K – – –
RMCM
515
Reynders McVeigh Capital Management
Massachusetts
$345K – – –
FI
516
FWG Investments
Kentucky
$344K -$88.1K -643 -20%
PCIA
517
Prime Capital Investment Advisors
Kansas
$344K +$46.7K +341 +15%
CIA
518
Cape Investment Advisory
Georgia
$343K -$47.5K -347 -12%
FT
519
Fiduciary Trust
Massachusetts
$338K – – –
BB
520
Busey Bank
Illinois
$338K – – –
MA
521
MKT Advisors
California
$337K – – –
GFP
522
Gryphon Financial Partners
Ohio
$335K – – –
BF
523
Bonfire Financial
Colorado
$333K – – –
XT
524
XTX Topco
Cayman Islands
$330K -$83.3K -608 -20%
VFA
525
Valeo Financial Advisors
Indiana
$328K – – –
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