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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
676
Perkins Coie Trust Company
Washington
$8.57K – – –
RA
677
Rise Advisors
New York
$8.47K – – –
BIA
678
Bell Investment Advisors
California
$8.06K +$7.99K +80 New
MFT
679
Moisand Fitzgerald Tamayo
Florida
$7.86K – – –
OHWP
680
Oak Harbor Wealth Partners
North Carolina
$7.66K – – –
CDIA
681
Capital Directions Investment Advisors
Georgia
$7.06K +$6.99K +70 New
BFA
682
BBJS Financial Advisors
Washington
$6.59K +$6.49K +65 New
TSWM
683
Tyler-Stone Wealth Management
Ohio
$6K – – –
HWA
684
HHM Wealth Advisors
Tennessee
$5.34K – – –
FAM
685
Family Asset Management
South Carolina
$5.34K +$5.29K +53 New
KFS
686
Kelly Financial Services
Massachusetts
$5.08K – – –
RMC
687
Resources Management Corp
Connecticut
$5K – – –
BBHC
688
Brown Brothers Harriman & Co
New York
$4.64K -$242K -2,422 -98%
MRCM
689
M&R Capital Management
New Jersey
$2.52K +$2.5K +25 New
SCA
690
Stonebridge Capital Advisors
Minnesota
$2.13K +$2.1K +21 New
BCMLT
691
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K +$1.8K +18 New
CIAS
692
CFS Investment Advisory Services
New Jersey
– -$646K -3,662,370 Closed
GDP
693
Great Diamond Partners
Maine
– -$4.8M -53,337 Closed
KCM
694
Karp Capital Management
California
– -$4.63M -51,404 Closed
NAM
695
NorthCrest Asset Manangement
Minnesota
– -$4.35M -48,364 Closed
MA
696
MUFG Americas
New York
– -$3M -33,298 Closed
CAM
697
Cresset Asset Management
Illinois
– -$724K -8,037 Closed
SA
698
Shilanski & Associates
Alaska
– -$529K -5,876 Closed
AWA
699
Amplius Wealth Advisors
Pennsylvania
– -$523K -5,807 Closed
KFAA
700
Klaas Financial Asset Advisors
Illinois
– -$522K -5,796 Closed
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