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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
576
MMA Asset Management
Pennsylvania
$295K – – –
AWM
577
Aprio Wealth Management
Georgia
$295K +$141 +1 +0.1%
M
578
MOTCO
Texas
$292K – – –
SA
579
Sunesis Advisors
Kansas
$292K – – –
VIA
580
Vickerman Investment Advisors
Washington
$289K -$8.06K -57 -3%
CAM
581
Cresset Asset Management
Illinois
$288K +$9.48K +67 +4%
IA
582
Insight Advisors
Pennsylvania
$288K +$283 +2 +0.1%
CD
583
Chapin Davis
Maryland
$288K – – –
NP
584
NorthRock Partners
Minnesota
$286K +$27.2K +192 +11%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$286K -$219K -1,551 -44%
SFWC
586
Strategic Family Wealth Counselors
New Jersey
$284K – – –
FWCM
587
Ferguson Wellman Capital Management
Oregon
$284K +$272K +1,925 New
VA
588
VestGen Advisors
Illinois
$284K – – –
AA
589
Advisory Alpha
Michigan
$284K +$271K +1,919 New
EFS
590
Essex Financial Services
Connecticut
$283K +$283 +2 +0.1%
S
591
SignatureFD
Georgia
$282K – – –
SC
592
Sapient Capital
Indiana
$282K – – –
BHWM
593
Bar Harbor Wealth Management
New Hampshire
$281K – – –
SYBT
594
Stock Yards Bank & Trust
Kentucky
$281K – – –
CIA
595
Cape Investment Advisory
Georgia
$279K -$98.3K -695 -27%
AFA
596
Alpha Financial Advisors
North Carolina
$279K – – –
BEI
597
Benjamin Edwards Inc
Missouri
$276K – – –
AIA
598
Accelerate Investment Advisors
California
$275K +$283 +2 +0.1%
MGW
599
MB Generational Wealth
Washington
$268K – – –
IA
600
Integrity Alliance
Iowa
$268K +$256K +1,811 New
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