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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
551
Independent Family Office
New York
$281K – – –
RWM
552
Rockwood Wealth Management
Pennsylvania
$280K – – –
AW
553
Apricus Wealth
South Carolina
$279K +$12.3K +98 +4%
CWS
554
Confluence Wealth Services
Pennsylvania
$279K – – –
AFP
555
Ausdal Financial Partners
Iowa
$277K +$64.2K +513 +28%
MA
556
MKT Advisors
California
$277K – – –
VNA
557
Valley National Advisers
Pennsylvania
$277K – – –
PGA
558
Portland Global Advisors
Maine
$277K – – –
TW
559
Transform Wealth
Colorado
$275K -$7.76K -62 -3%
BCG
560
Bravias Capital Group
New Jersey
$273K +$250 +2 +0.1%
UCB
561
United Community Bank
South Carolina
$272K -$44.2K -353 -13%
NSG
562
Nalls Sherbakoff Group
Tennessee
$271K +$283K +2,264 New
CWM
563
ClientFirst Wealth Management
Arkansas
$270K – – –
PIMG
564
Patriot Investment Management Group
Tennessee
$269K – – –
HFO
565
Heritage Family Offices
Arizona
$268K +$1K +8 +0.4%
FIA
566
Foundations Investment Advisors
Arizona
$267K +$279K +2,228 New
WPW
567
Waldron Private Wealth
Pennsylvania
$266K – – –
VIA
568
Vickerman Investment Advisors
Washington
$264K – – –
RPCONE
569
Retirement Planning Company of New England
Rhode Island
$263K -$47K -375 -15%
AF
570
Advisornet Financial
Minnesota
$261K +$5.26K +42 +2%
SYBT
571
Stock Yards Bank & Trust
Kentucky
$260K -$11.8K -94 -4%
AI
572
Accredited Investors
Minnesota
$259K +$271K +2,167 New
CFG
573
Cosner Financial Group
Colorado
$258K – – –
PFA
574
Petra Financial Advisors
Colorado
$257K – – –
LA
575
LexAurum Advisors
Kansas
$257K – – –
21 22
23
24 25