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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
576
VSM Wealth Advisory
Maryland
$257K – – –
BCM
577
Brookstone Capital Management
Illinois
$257K +$11.9K +95 +5%
IA
578
Insight Advisors
Pennsylvania
$256K +$125 +1 +0%
SIC
579
Sigma Investment Counselors
Michigan
$255K -$214K -1,712 -45%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$255K -$571K -4,563 -68%
FCB
581
First County Bank
Connecticut
$254K – – –
FCP
582
Fidelis Capital Partners
Florida
$254K +$31.3K +250 +13%
LKWM
583
Lee-Kelleher Wealth Management
Maryland
$253K – – –
PA
584
Parallel Advisors
California
$251K +$1.25K +10 +0.5%
CBTWT
585
Community Bank & Trust (Waco, Texas)
Texas
$251K – – –
HI
586
Harbour Investments
Wisconsin
$251K +$38.2K +305 +17%
FNBT
587
FineMark National Bank & Trust
Florida
$250K +$58.7K +469 +29%
CIC
588
Carnegie Investment Counsel
Ohio
$249K – – –
AWM
589
Aprio Wealth Management
Georgia
$248K +$125 +1 +0%
EW
590
Enzi Wealth
Texas
$248K – – –
HWM
591
Horizon Wealth Management
Illinois
$248K – – –
WCP
592
Wick Capital Partners
Pennsylvania
$247K – – –
SMA
593
Sage Mountain Advisors
Georgia
$246K – – –
M
594
MOTCO
Texas
$246K -$73.5K -587 -22%
MG
595
Mather Group
Illinois
$246K – – –
CFG
596
Clayton Financial Group
Missouri
$246K -$4.01K -32 -2%
JWM
597
JPL Wealth Management
Colorado
$246K – – –
EA
598
Eclectic Associates
California
$245K – – –
FA
599
FSA Advisors
Michigan
$243K +$254K +2,032 New
WWM
600
Western Wealth Management
Colorado
$242K -$376 -3 -0.1%
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