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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
651
Avion Wealth
Texas
$20K +$21.6K +202 New
CBT
652
CoreFirst Bank & Trust
Kansas
$18.1K -$43.2K -404 -70%
OSNBOA
653
Old Second National Bank of Aurora
Illinois
$18.1K – – –
GWSG
654
GPS Wealth Strategies Group
Colorado
$17.3K +$18K +168 New
SWM
655
Sugarloaf Wealth Management
Georgia
$17.1K – – –
FFA
656
Farther Finance Advisors
California
$17.1K – – –
RCM
657
Rain Capital Management
Oregon
$15.6K – – –
FCA
658
Fortis Capital Advisors
Kansas
$14.9K – – –
BA
659
Bristlecone Advisors
Washington
$14.5K +$15.1K +141 New
AA
660
Ancora Advisors
Ohio
$14.4K -$10.7K -100 -42%
BAM
661
Baldrige Asset Management
Pennsylvania
$14K – – –
CIA
662
Cape Investment Advisory
Georgia
$14K +$14.5K +136 New
CTC
663
Central Trust Company
Missouri
$10.7K – – –
NFSG
664
Newbridge Financial Services Group
Florida
$10.4K -$214 -2 -2%
OSAM
665
O'Shaughnessy Asset Management
Connecticut
$10.2K – – –
FCA
666
FinTrust Capital Advisors
South Carolina
$10.1K – – –
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.46K – – –
SIM
668
Studio Investment Management
Illinois
$9.46K – – –
SC
669
Stephens Consulting
Michigan
$9.25K – – –
TF
670
Tompkins Financial
New York
$9.04K – – –
PCTC
671
Perkins Coie Trust Company
Washington
$8.73K – – –
RA
672
Rise Advisors
New York
$8.67K – – –
MFT
673
Moisand Fitzgerald Tamayo
Florida
$8.02K – – –
RMC
674
Resources Management Corp
Connecticut
$8K +$529K +4,951 +9,902%
OHWP
675
Oak Harbor Wealth Partners
North Carolina
$7.81K – – –
25 26
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