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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
526
Insight Inv LLC
California
$346K -$52.6K -372 -14%
CS
527
Capital Square
Tennessee
$345K -$41K -290 -11%
RWM
528
Rockwood Wealth Management
Pennsylvania
$345K – – –
MFG
529
Merit Financial Group
Georgia
$344K -$45.1K -319 -12%
VNA
530
Valley National Advisers
Pennsylvania
$343K – – –
PGA
531
Portland Global Advisors
Maine
$342K – – –
AMG
532
Advisors Management Group
Wisconsin
$341K – – –
HFO
533
Heritage Family Offices
Arizona
$338K +$1.27K +9 +0.4%
PEWA
534
Pacific Excel Wealth Advisors
California
$338K +$324K +2,287 New
TFP
535
Townsend Financial Planning
Kentucky
$338K -$3.68K -26 -1%
BCM
536
Brookstone Capital Management
Illinois
$337K +$7.78K +55 +2%
GFP
537
Guardian Financial Partners
California
$336K +$707 +5 +0.2%
RFM
538
Royal Fund Management
Florida
$335K +$321K +2,270 New
CWM
539
ClientFirst Wealth Management
Arkansas
$334K – – –
PIMG
540
Patriot Investment Management Group
Tennessee
$332K – – –
BI
541
Breachway Investments
Rhode Island
$328K +$9.9K +70 +3%
WPW
542
Waldron Private Wealth
Pennsylvania
$328K – – –
LA
543
LexAurum Advisors
Kansas
$325K +$41.6K +294 +15%
MG
544
Mather Group
Illinois
$324K – – –
TFS
545
Thoroughbred Financial Services
Tennessee
$320K -$19.2K -136 -6%
WPC
546
Wedmont Private Capital
Pennsylvania
$319K +$308K +2,176 New
PFA
547
Petra Financial Advisors
Colorado
$318K – – –
VWA
548
VSM Wealth Advisory
Maryland
$317K – – –
EW
549
Enzi Wealth
Texas
$317K – – –
VFA
550
Valeo Financial Advisors
Indiana
$316K -$48.1K -340 -14%
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