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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
526
Moloney Securities Asset Management
Missouri
$314K +$44.6K +356 +16%
FFS
527
Founders Financial Securities
Maryland
$314K -$7.64K -61 -2%
ACM
528
Advisors Capital Management
New Jersey
$313K +$328K +2,617 New
DC
529
Destiny Capital
Colorado
$311K +$12.1K +97 +4%
WH
530
Willner & Heller
California
$309K +$1.25K +10 +0.4%
CFO
531
Callan Family Office
Pennsylvania
$309K -$24.3K -194 -7%
SCTC
532
Sanibel Captiva Trust Company
Florida
$308K – – –
CIA
533
Cape Investment Advisory
Georgia
$305K +$302K +2,409 +1,771%
QCM
534
QRG Capital Management
Illinois
$304K -$104K -828 -25%
BF
535
Bonfire Financial
Colorado
$301K – – –
PWW
536
Pettyjohn Wood & White
Virginia
$299K – – –
CWM
537
Calamos Wealth Management
Illinois
$299K +$98.4K +786 +46%
WPA
538
Wealth Preservation Advisors
Tennessee
$298K +$312K +2,489 New
WC
539
Weil Company
California
$292K -$9.77K -78 -3%
SI
540
Stephens Inc
Arkansas
$291K -$21.5K -172 -7%
FRA
541
Frank Rimerman Advisors
California
$289K – – –
RFP
542
Root Financial Partners
California
$288K – – –
RBC
543
Romano Brothers & Co
Illinois
$288K – – –
KWA
544
Kingswood Wealth Advisors
California
$288K +$87K +695 +41%
EFS
545
Essex Financial Services
Connecticut
$287K +$250 +2 +0.1%
CAM
546
Clarity Asset Management
Iowa
$287K +$1.13K +9 +0.4%
MKW
547
Mullaney, Keating & Wright
Connecticut
$285K – – –
HIMC
548
Heritage Investors Management Corp
Maryland
$285K – – –
CWC
549
Carolinas Wealth Consulting
North Carolina
$285K +$6.89K +55 +2%
GWP
550
Gen-Wealth Partners
Michigan
$283K +$18.8K +150 +7%
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