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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
526
Heritage Investors Management Corp
Maryland
$294K – – –
IFO
527
Independent Family Office
New York
$289K -$1.18K -10 -0.4%
CIC
528
Carnegie Investment Counsel
Ohio
$289K – – –
AFA
529
Alpha Financial Advisors
North Carolina
$289K -$99.8K -848 -27%
AW
530
Apricus Wealth
South Carolina
$288K – – –
RWM
531
Rockwood Wealth Management
Pennsylvania
$288K -$471 -4 -0.2%
FHC
532
First Heartland Consultants
Missouri
$287K -$1.78M -15,118 -87%
MSAM
533
Moloney Securities Asset Management
Missouri
$287K -$35.3K -300 -11%
ACM
534
AlphaStar Capital Management
North Carolina
$287K +$273K +2,323 New
VNA
535
Valley National Advisers
Pennsylvania
$286K – – –
PGA
536
Portland Global Advisors
Maine
$286K – – –
TSW
537
Thompson Siegel & Walmsley
Virginia
$284K -$616K -5,234 -69%
BCM
538
Brookstone Capital Management
Illinois
$282K +$15.6K +133 +6%
QCM
539
QRG Capital Management
Illinois
$279K -$33.1K -281 -11%
CWM
540
ClientFirst Wealth Management
Arkansas
$279K – – –
PIMG
541
Patriot Investment Management Group
Tennessee
$277K – – –
EW
542
Enzi Wealth
Texas
$275K – – –
FCP
543
Fidelis Capital Partners
Florida
$275K – – –
WPW
544
Waldron Private Wealth
Pennsylvania
$274K – – –
UCB
545
United Community Bank
South Carolina
$274K -$7.06K -60 -3%
ACM
546
Advisors Capital Management
New Jersey
$273K -$48.2K -410 -16%
RPCONE
547
Retirement Planning Company of New England
Rhode Island
$271K – – –
AI
548
Accredited Investors
Minnesota
$268K – – –
BCG
549
Bravias Capital Group
New Jersey
$267K -$13.9K -118 -5%
HFO
550
Heritage Family Offices
Arizona
$267K – – –
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