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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
601
Ausdal Financial Partners
Iowa
$237K -$4.74K -37 -2%
MPWS
602
McCarter Private Wealth Services
Massachusetts
$236K -$8.2K -64 -3%
MGW
603
MB Generational Wealth
Washington
$235K +$232K +1,814 New
PAS
604
Park Avenue Securities
New York
$234K +$231K +1,801 New
WA
605
WBH Advisory
Maryland
$234K -$11.5K -90 -5%
TAM
606
Tocqueville Asset Management
New York
$233K – – –
VFG
607
V2 Financial group
Illinois
$233K – – –
NSG
608
Nalls Sherbakoff Group
Tennessee
$233K – – –
AF
609
Advisornet Financial
Minnesota
$232K -$2.82K -22 -1%
BFA
610
Buttonwood Financial Advisors
Maryland
$232K -$3.46K -27 -1%
DIA
611
Dana Investment Advisors
Wisconsin
$232K -$3.46K -27 -1%
AIA
612
Allied Investment Advisors
Montana
$231K – – –
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K – – –
WHG
614
Westwood Holdings Group
Texas
$230K – – –
NAS
615
NWF Advisory Services
California
$229K – – –
BCI
616
Brinker Capital Investments
Pennsylvania
$228K -$368K -2,874 -62%
GC
617
Garde Capital
Washington
$227K -$13.3K -104 -6%
NP
618
NorthRock Partners
Minnesota
$227K +$13.6K +106 +6%
HWA
619
HCR Wealth Advisors
California
$227K – – –
MW
620
MBL Wealth
North Carolina
$227K – – –
DWM
621
Dopkins Wealth Management
New York
$225K – – –
SF
622
SWP Financial
California
$224K – – –
FF
623
Friday Financial
Iowa
$224K – – –
IAG
624
Investmark Advisory Group
Connecticut
$223K +$768 +6 +0.3%
SCTC
625
Sanibel Captiva Trust Company
Florida
$222K – – –
23 24
25
26 27