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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
676
Transcendent Capital Group
Oklahoma
$46K +$114 +1 +0.2%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.7K +$43.9K +385 New
CAS
678
Coppell Advisory Solutions
Texas
$43.2K +$43.5K +381 New
MFG
679
Mendota Financial Group
Wisconsin
$40.8K – – –
RP
680
Rice Partnership
Hawaii
$39.9K – – –
CFD
681
Creative Financial Designs
Indiana
$37.7K -$109K -960 -74%
EWP
682
Elevation Wealth Partners
California
$34.5K – – –
PGAM
683
Princeton Global Asset Management
New Jersey
$34K – – –
OFG
684
Oxford Financial Group
Indiana
$33.5K – – –
CTA
685
Colonial Trust Advisors
South Carolina
$32.8K – – –
W
686
WealthCollab
Washington
$32.2K – – –
SAM
687
Smartleaf Asset Management
Massachusetts
$31.7K – – –
CICI
688
Capital Investment Counsel Inc
North Carolina
$30.2K – – –
FP
689
Financial Perspectives
Minnesota
$29.7K – – –
TAM
690
Tucker Asset Management
Colorado
$29.3K +$4.56K +40 +18%
PWM
691
Partnership Wealth Management
Maryland
$28.6K – – –
CJ
692
Caitlin John
Michigan
$28.5K – – –
FCMT
693
Founders Capital Management (Texas)
Texas
$26.3K – – –
PCFFS
694
Pacific Center for Financial Services
California
$25K – – –
NSIM
695
North Star Investment Management
Illinois
$24.6K – – –
DF
696
Dunhill Financial
United Kingdom
$24.5K +$114 +1 +0.5%
PA
697
Pineridge Advisors
Missouri
$23.8K – – –
PCM
698
Perritt Capital Management
Illinois
$23K +$114 +1 +0.5%
PA
699
PSI Advisors
Florida
$22.7K +$114 +1 +0.5%
OCM
700
Orion Capital Management
California
$22.7K – – –
26 27
28
29 30