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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
576
ZWJ Investment Counsel
Georgia
$271K +$280K +2,048 New
EA
577
Eclectic Associates
California
$271K – – –
KWA
578
Kingswood Wealth Advisors
California
$270K -$21.1K -154 -7%
VA
579
VestGen Advisors
Illinois
$269K +$2.05K +15 +0.8%
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$268K – – –
LSIA
581
LaSalle St. Investment Advisors
Illinois
$267K +$14.8K +108 +6%
VIA
582
Vickerman Investment Advisors
Washington
$267K -$16.8K -123 -6%
DIP
583
DT Investment Partners
Pennsylvania
$265K – – –
MAM
584
MMA Asset Management
Pennsylvania
$265K +$49.8K +364 +22%
AWM
585
Aprio Wealth Management
Georgia
$264K -$1.37K -10 -0.5%
HA
586
Huntleigh Advisors
Missouri
$264K – – –
ACM
587
Advisors Capital Management
New Jersey
$264K +$24.9K +182 +10%
M
588
MOTCO
Texas
$262K -$10.3K -75 -4%
SA
589
Sunesis Advisors
Kansas
$262K – – –
HI
590
Harbour Investments
Wisconsin
$259K +$48.1K +351 +22%
CD
591
Chapin Davis
Maryland
$258K – – –
IA
592
Insight Advisors
Pennsylvania
$258K +$137 +1 +0.1%
SFWC
593
Strategic Family Wealth Counselors
New Jersey
$255K -$1.37K -10 -0.5%
EFS
594
Essex Financial Services
Connecticut
$253K -$1.51K -11 -0.6%
S
595
SignatureFD
Georgia
$253K – – –
SC
596
Sapient Capital
Indiana
$253K – – –
BHWM
597
Bar Harbor Wealth Management
New Hampshire
$252K – – –
LA
598
LexAurum Advisors
Kansas
$252K +$261K +1,903 New
SYBT
599
Stock Yards Bank & Trust
Kentucky
$252K – – –
SFS
600
Summit Financial Strategies
Ohio
$251K – – –
22 23
24
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