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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
ABLE Financial Group
Arizona
$232K -$1.27K -9 -0.6%
RMP
652
Richards, Merrill & Peterson
Washington
$231K – – –
AF
653
Align Financial
Minnesota
$229K – – –
PMG
654
Private Management Group
California
$228K – – –
BAM
655
Belpointe Asset Management
Nevada
$228K – – –
FCA
656
Fortis Capital Advisors
Kansas
$228K – – –
DFG
657
Dynamic Financial Group
Iowa
$227K – – –
CKAIS
658
Christensen King & Associates Investment Services
Washington
$227K – – –
CFG
659
Clayton Financial Group
Missouri
$227K +$707 +5 +0.3%
GC
660
Grimes & Company
Massachusetts
$225K +$215K +1,521 New
BWA
661
BlueChip Wealth Advisors
Georgia
$224K – – –
DIA
662
Dana Investment Advisors
Wisconsin
$224K – – –
MSWM
663
McGlone Suttner Wealth Management
Wisconsin
$224K – – –
PGF
664
Plan Group Financial
Oklahoma
$223K +$214K +1,510 New
SB
665
Simmons Bank
Arkansas
$222K +$213K +1,506 New
VWS
666
Virtus Wealth Solutions
New Jersey
$222K +$213K +1,505 New
WPA
667
Wealth Preservation Advisors
Tennessee
$222K +$75.1K +531 +55%
NB
668
Nicolet Bankshares
Wisconsin
$222K +$212K +1,500 New
JEST
669
JTC Employer Solutions Trustee
Jersey
$221K – – –
TPWA
670
TRUE Private Wealth Advisors
Oregon
$220K +$211K +1,490 New
PPWM
671
Perissos Private Wealth Management
Oklahoma
$220K +$211K +1,489 New
GEA
672
Glen Eagle Advisors
New Jersey
$219K +$49.5K +350 +31%
PP
673
PFS Partners
New Jersey
$219K -$7.07K -50 -3%
SI
674
Stephens Inc
Arkansas
$219K +$210K +1,482 New
HCWM
675
Hidden Cove Wealth Management
Washington
$218K +$209K +1,477 New
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