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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
651
Cary Street Partners
Virginia
$235K +$225K +1,589 New
GWP
652
Gateway Wealth Partners
Wisconsin
$233K -$223K -1,574 -50%
CFG
653
Cosner Financial Group
Colorado
$233K – – –
AFG
654
ABLE Financial Group
Arizona
$232K -$1.27K -9 -0.6%
RMP
655
Richards, Merrill & Peterson
Washington
$231K – – –
AF
656
Align Financial
Minnesota
$229K – – –
PMG
657
Private Management Group
California
$228K – – –
BAM
658
Belpointe Asset Management
Nevada
$228K – – –
FCA
659
Fortis Capital Advisors
Kansas
$228K – – –
DFG
660
Dynamic Financial Group
Iowa
$227K – – –
CKAIS
661
Christensen King & Associates Investment Services
Washington
$227K – – –
CFG
662
Clayton Financial Group
Missouri
$227K +$707 +5 +0.3%
GC
663
Grimes & Company
Massachusetts
$225K +$215K +1,521 New
BWA
664
BlueChip Wealth Advisors
Georgia
$224K – – –
DIA
665
Dana Investment Advisors
Wisconsin
$224K – – –
MSWM
666
McGlone Suttner Wealth Management
Wisconsin
$224K – – –
PGF
667
Plan Group Financial
Oklahoma
$223K +$214K +1,510 New
SB
668
Simmons Bank
Arkansas
$222K +$213K +1,506 New
VWS
669
Virtus Wealth Solutions
New Jersey
$222K +$213K +1,505 New
WPA
670
Wealth Preservation Advisors
Tennessee
$222K +$75.1K +531 +55%
NB
671
Nicolet Bankshares
Wisconsin
$222K +$212K +1,500 New
JEST
672
JTC Employer Solutions Trustee
Jersey
$221K – – –
TPWA
673
TRUE Private Wealth Advisors
Oregon
$220K +$211K +1,490 New
PPWM
674
Perissos Private Wealth Management
Oklahoma
$220K +$211K +1,489 New
GEA
675
Glen Eagle Advisors
New Jersey
$219K +$49.5K +350 +31%
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