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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
601
Tocqueville Asset Management
New York
$266K – – –
VFG
602
V2 Financial group
Illinois
$266K – – –
BWL
603
Bogart Wealth LLC
Virginia
$266K – – –
NSG
604
Nalls Sherbakoff Group
Tennessee
$266K – – –
FSAG
605
Financial Solutions Advisory Group
Illinois
$264K – – –
AF
606
Advisornet Financial
Minnesota
$264K -$1.13K -8 -0.4%
LKWM
607
Lee-Kelleher Wealth Management
Maryland
$262K – – –
WHG
608
Westwood Holdings Group
Texas
$261K – – –
HWA
609
HCR Wealth Advisors
California
$261K +$3.82K +27 +2%
NAS
610
NWF Advisory Services
California
$261K – – –
WC
611
Weil Company
California
$261K – – –
BTI
612
Blue Trust Inc
Georgia
$258K -$46.3K -327 -16%
GA
613
Greenspring Advisors
Maryland
$257K -$57.2K -404 -19%
HC
614
Hamilton Capital
Ohio
$257K – – –
ACM
615
Advisors Capital Management
New Jersey
$256K -$36.4K -257 -13%
DWM
616
Dopkins Wealth Management
New York
$256K – – –
IAG
617
Investmark Advisory Group
Connecticut
$255K +$707 +5 +0.3%
SF
618
SWP Financial
California
$255K – – –
WAT
619
Wealth Advisory Team
Kentucky
$254K +$244K +1,723 New
MAS
620
Madden Advisory Services
Florida
$254K -$17K -120 -7%
DWML
621
Decker Wealth Management LLC
Tennessee
$254K – – –
FF
622
Friday Financial
Iowa
$252K – – –
MW
623
MBL Wealth
North Carolina
$251K -$7.07K -50 -3%
AA
624
Aufman Associates
Pennsylvania
$251K -$23.3K -165 -9%
FCB
625
First County Bank
Connecticut
$251K – – –
23 24
25
26 27