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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
526
Carnegie Investment Counsel
Ohio
$303K – – –
AFA
527
Alpha Financial Advisors
North Carolina
$303K – – –
RWM
528
Rockwood Wealth Management
Pennsylvania
$303K – – –
MSAM
529
Moloney Securities Asset Management
Missouri
$302K +$384 +3 +0.1%
FHC
530
First Heartland Consultants
Missouri
$302K -$128 -1 -0%
PGA
531
Portland Global Advisors
Maine
$300K – – –
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$298K +$38.4K +300 +15%
KWA
533
Kingswood Wealth Advisors
California
$293K +$30.5K +238 +12%
CWM
534
ClientFirst Wealth Management
Arkansas
$293K – – –
HFO
535
Heritage Family Offices
Arizona
$293K +$2.56K +20 +0.9%
EWA
536
Exencial Wealth Advisors
Oklahoma
$292K +$16.8K +131 +6%
PIMG
537
Patriot Investment Management Group
Tennessee
$291K – – –
PCIA
538
Prime Capital Investment Advisors
Kansas
$289K -$141K -1,101 -33%
WPW
539
Waldron Private Wealth
Pennsylvania
$288K – – –
UCB
540
United Community Bank
South Carolina
$287K – – –
BA
541
Bellwether Advisors
Nebraska
$287K +$20.9K +163 +8%
BCG
542
Bravias Capital Group
New Jersey
$280K -$256 -2 -0.1%
PFA
543
Petra Financial Advisors
Colorado
$279K – – –
VWA
544
VSM Wealth Advisory
Maryland
$279K – – –
VIA
545
Vickerman Investment Advisors
Washington
$277K -$1.41K -11 -0.5%
LA
546
LexAurum Advisors
Kansas
$277K -$1.79K -14 -0.7%
WC
547
Weil Company
California
$276K -$640 -5 -0.2%
EW
548
Enzi Wealth
Texas
$276K – – –
BF
549
Blankinship & Foster
California
$275K – – –
SYBT
550
Stock Yards Bank & Trust
Kentucky
$275K – – –
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