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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
526
Royal Fund Management
Florida
$339K +$335K +2,574 New
MA
527
MKT Advisors
California
$338K -$12.1K -93 -4%
ACA
528
Aptus Capital Advisors
Alabama
$338K -$18.5K -142 -5%
FT
529
Fiduciary Trust
Massachusetts
$336K -$55.1K -423 -14%
BB
530
Busey Bank
Illinois
$335K -$1.95K -15 -0.6%
MPIA
531
Milestones Private Investment Advisors
New York
$333K – – –
GFP
532
Gryphon Financial Partners
Ohio
$333K -$39.1K -300 -11%
BF
533
Bonfire Financial
Colorado
$331K – – –
BA
534
Bellwether Advisors
Nebraska
$328K +$36.4K +280 +13%
WPA
535
Wealth Preservation Advisors
Tennessee
$326K – – –
CWS
536
Confluence Wealth Services
Pennsylvania
$326K – – –
VFA
537
Valeo Financial Advisors
Indiana
$326K +$64.8K +498 +25%
TFP
538
Townsend Financial Planning
Kentucky
$325K +$321K +2,466 New
CAM
539
Clarity Asset Management
Iowa
$320K +$1.82K +14 +0.6%
V
540
VeraBank
Texas
$318K – – –
FRA
541
Frank Rimerman Advisors
California
$317K – – –
RWM
542
Ritholtz Wealth Management
New York
$317K – – –
GWP
543
Gen-Wealth Partners
Michigan
$314K – – –
LFG
544
Larson Financial Group
Missouri
$314K -$73.7K -566 -19%
MKW
545
Mullaney, Keating & Wright
Connecticut
$314K – – –
HIMC
546
Heritage Investors Management Corp
Maryland
$313K – – –
IFO
547
Independent Family Office
New York
$308K – – –
CIC
548
Carnegie Investment Counsel
Ohio
$308K +$130 +1 +0%
EWA
549
Exencial Wealth Advisors
Oklahoma
$308K +$11.6K +89 +4%
RWM
550
Rockwood Wealth Management
Pennsylvania
$307K – – –
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