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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
526
Ellevest Inc
New York
$149K – – –
SMA
527
Sage Mountain Advisors
Georgia
$148K – – –
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$148K +$653 +6 +0.5%
CWP
529
Concord Wealth Partners
Virginia
$148K +$145K +1,336 New
CIA
530
Choate Investment Advisors
Massachusetts
$143K – – –
DI
531
Disciplined Investments
Oklahoma
$134K – – –
SSC
532
Syverson Strege & Co
Iowa
$133K – – –
LB
533
Legacy Bridge
Iowa
$131K – – –
PCMC
534
Paragon Capital Management (Colorado)
Colorado
$127K +$125K +1,150 New
PFBT
535
Parkside Financial Bank & Trust
Missouri
$126K – – –
CWS
536
Confluence Wealth Services
Pennsylvania
$123K +$121K +1,116 New
COCM
537
Charter Oak Capital Management
New Hampshire
$114K – – –
ONST
538
Old North State Trust
North Carolina
$113K – – –
WPWM
539
Western Pacific Wealth Management
Illinois
$110K +$109K +1,000 New
TFO
540
Tarbox Family Office
California
$107K +$544 +5 +0.5%
FPB
541
First PREMIER Bank
South Dakota
$105K – – –
MHR
542
Matthew Hamilton Rosenberg
$103K – – –
AFG
543
Albion Financial Group
Utah
$100K -$10.9K -100 -10%
AIP
544
Ahrens Investment Partners
Louisiana
$100K +$97.8K +899 New
SAM
545
S.A. Mason
Michigan
$97K – – –
CHA
546
Carmichael Hill & Associates
Maryland
$87K +$326 +3 +0.4%
BA
547
Ballast Advisors
Minnesota
$85K -$57K -524 -40%
LC
548
Lindbrook Capital
California
$84K +$60.5K +556 +278%
RDFA
549
Ritter Daniher Financial Advisory
Ohio
$82K – – –
GAM
550
Gemmer Asset Management
California
$81K – – –
20 21
22
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