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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
551
Boston Financial Management
Massachusetts
$241K – – –
RA
552
Ruggaard & Associates
Ohio
$240K +$119 +1 +0.1%
KIA
553
KCM Investment Advisors
California
$240K -$53.5K -450 -19%
HFS
554
Heritage Financial Services
Massachusetts
$240K – – –
JAG
555
Journey Advisory Group
Kentucky
$240K – – –
IAIM
556
International Assets Investment Management
Florida
$238K +$2.85K +24 +1%
PIM
557
Penobscot Investment Management
Massachusetts
$237K -$11.9K -100 -5%
TSW
558
Thompson Siegel & Walmsley
Virginia
$237K -$546K -4,593 -71%
AIA
559
Allied Investment Advisors
Montana
$236K -$10.1K -85 -4%
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$234K +$200K +1,686 +921%
CA
561
CoreCap Advisors
Michigan
$233K +$224K +1,888 New
TWP
562
Tyche Wealth Partners
Texas
$232K -$2.97K -25 -1%
MWM
563
Meridian Wealth Management
Kentucky
$231K +$223K +1,872 New
BCM
564
Brookstone Capital Management
Illinois
$230K +$238 +2 +0.1%
AA
565
Aufman Associates
Pennsylvania
$230K +$222K +1,864 New
GC
566
Garde Capital
Washington
$230K – – –
GCM
567
Gallacher Capital Management
Colorado
$230K – – –
RA
568
RFG Advisory
Alabama
$230K -$105K -880 -32%
MW
569
MBL Wealth
North Carolina
$229K +$5.95K +50 +3%
AIA
570
Accelerate Investment Advisors
California
$227K +$218K +1,837 New
HOWA
571
Heritage Oak Wealth Advisors
Florida
$226K +$217K +1,825 New
NWWA
572
New Wave Wealth Advisors
Arkansas
$226K +$217K +1,825 New
MGW
573
MB Generational Wealth
Washington
$224K – – –
WPC
574
Wedmont Private Capital
Pennsylvania
$224K +$713 +6 +0.3%
AFP
575
Ausdal Financial Partners
Iowa
$223K -$481K -4,042 -69%
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