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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
551
Arete Wealth Advisors
Illinois
$227K +$205K +1,989 New
FCP
552
Fidelis Capital Partners
Florida
$226K -$270K -2,621 -57%
DIP
553
DT Investment Partners
Pennsylvania
$226K +$206K +2,000 New
BFM
554
Boston Financial Management
Massachusetts
$222K +$200K +1,948 New
TWP
555
Tyche Wealth Partners
Texas
$222K +$200K +1,946 New
RA
556
Ruggaard & Associates
Ohio
$221K +$200K +1,942 New
AP
557
Appleton Partners
Massachusetts
$221K -$7.71K -75 -4%
CFGS
558
Concourse Financial Group Securities
Alabama
$220K – – –
PS
559
Principal Securities
Iowa
$219K +$197K +1,917 New
CFO
560
Collective Family Office
Pennsylvania
$213K -$84.6K -823 -31%
LA
561
LexAurum Advisors
Kansas
$212K +$191K +1,862 New
CWM
562
Circle Wealth Management
New Jersey
$211K +$190K +1,851 New
LOPW
563
Live Oak Private Wealth
North Carolina
$211K -$44.4K -432 -19%
MW
564
MBL Wealth
North Carolina
$209K +$188K +1,830 New
RWP
565
Revolve Wealth Partners
New Jersey
$208K +$188K +1,825 New
GMFG
566
Greater Midwest Financial Group
Minnesota
$208K +$187K +1,822 New
MGW
567
MB Generational Wealth
Washington
$207K +$187K +1,814 New
AUB
568
Atlantic Union Bankshares
Virginia
$206K +$186K +1,808 New
WPC
569
Wedmont Private Capital
Pennsylvania
$206K +$187K +1,822 New
SWA
570
Stratos Wealth Advisors
Ohio
$205K +$185K +1,800 New
TAM
571
Tocqueville Asset Management
New York
$205K +$185K +1,800 New
VFG
572
V2 Financial group
Illinois
$205K +$185K +1,800 New
BFA
573
Buttonwood Financial Advisors
Maryland
$205K +$185K +1,798 New
HB
574
HTLF Bank
Colorado
$204K +$184K +1,792 New
ACM
575
Advisors Capital Management
New Jersey
$203K +$183K +1,779 New
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