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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
676
Coppell Advisory Solutions
Texas
$43.2K +$43.5K +381 New
MFG
677
Mendota Financial Group
Wisconsin
$40.8K – – –
RP
678
Rice Partnership
Hawaii
$39.9K – – –
CFD
679
Creative Financial Designs
Indiana
$37.7K -$109K -960 -74%
EWP
680
Elevation Wealth Partners
California
$34.5K – – –
PGAM
681
Princeton Global Asset Management
New Jersey
$34K – – –
OFG
682
Oxford Financial Group
Indiana
$33.5K – – –
CTA
683
Colonial Trust Advisors
South Carolina
$32.8K – – –
W
684
WealthCollab
Washington
$32.2K – – –
SAM
685
Smartleaf Asset Management
Massachusetts
$31.7K – – –
CICI
686
Capital Investment Counsel Inc
North Carolina
$30.2K – – –
FP
687
Financial Perspectives
Minnesota
$29.7K – – –
TAM
688
Tucker Asset Management
Colorado
$29.3K +$4.56K +40 +18%
PWM
689
Partnership Wealth Management
Maryland
$28.6K – – –
CJ
690
Caitlin John
Michigan
$28.5K – – –
FCMT
691
Founders Capital Management (Texas)
Texas
$26.3K – – –
PCFFS
692
Pacific Center for Financial Services
California
$25K – – –
NSIM
693
North Star Investment Management
Illinois
$24.6K – – –
DF
694
Dunhill Financial
United Kingdom
$24.5K +$114 +1 +0.5%
PA
695
Pineridge Advisors
Missouri
$23.8K – – –
PCM
696
Perritt Capital Management
Illinois
$23K +$114 +1 +0.5%
PA
697
PSI Advisors
Florida
$22.7K +$114 +1 +0.5%
OCM
698
Orion Capital Management
California
$22.7K – – –
SCA
699
Stuart Chaussee & Associates
California
$21.8K +$21.9K +192 New
CAM
700
Creekmur Asset Management
Illinois
$21.6K -$8.33K -73 -28%
26 27
28
29 30