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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
601
Alpha Financial Advisors
North Carolina
$250K -$44.8K -327 -15%
CAM
602
Cresset Asset Management
Illinois
$250K -$603K -4,406 -70%
BEI
603
Benjamin Edwards Inc
Missouri
$248K – – –
AA
604
Aufman Associates
Pennsylvania
$247K – – –
AIA
605
Accelerate Investment Advisors
California
$247K +$274 +2 +0.1%
GCM
606
Gallacher Capital Management
Colorado
$246K – – –
MAS
607
Madden Advisory Services
Florida
$244K +$137 +1 +0.1%
FCP
608
Fidelis Capital Partners
Florida
$243K – – –
MGW
609
MB Generational Wealth
Washington
$240K – – –
WA
610
WBH Advisory
Maryland
$240K – – –
FSAG
611
Financial Solutions Advisory Group
Illinois
$240K +$248K +1,810 New
TAM
612
Tocqueville Asset Management
New York
$239K – – –
VFG
613
V2 Financial group
Illinois
$239K – – –
BWL
614
Bogart Wealth LLC
Virginia
$238K – – –
NSG
615
Nalls Sherbakoff Group
Tennessee
$238K – – –
AF
616
Advisornet Financial
Minnesota
$238K +$274 +2 +0.1%
LKWM
617
Lee-Kelleher Wealth Management
Maryland
$235K -$46.6K -340 -16%
CFO
618
Callan Family Office
Pennsylvania
$235K -$182K -1,332 -43%
WHG
619
Westwood Holdings Group
Texas
$235K – – –
NAS
620
NWF Advisory Services
California
$234K – – –
WC
621
Weil Company
California
$234K +$685 +5 +0.3%
HSA
622
HBK Sorce Advisory
Pennsylvania
$233K +$13.3K +97 +6%
BSSFA
623
Baron Silver Stevens Financial Advisors
Florida
$232K +$8.9K +65 +4%
MW
624
MBL Wealth
North Carolina
$232K – – –
NP
625
NorthRock Partners
Minnesota
$232K -$548 -4 -0.2%
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