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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
676
HM Payson & Co
Maine
$181K – – –
SIC
677
Salem Investment Counselors
North Carolina
$179K +$185K +1,352 New
SMA
678
Sage Mountain Advisors
Georgia
$177K – – –
MFP
679
Meramec Financial Planners
Missouri
$176K +$1.37K +10 +0.8%
SVCP
680
Silicon Valley Capital Partners
California
$173K +$548 +4 +0.3%
GWM
681
Geneos Wealth Management
Colorado
$173K – – –
AF
682
Alerus Financial
North Dakota
$166K – – –
OC
683
Oakworth Capital
Alabama
$165K – – –
QCG
684
Quadrant Capital Group
Ohio
$164K -$74.6K -545 -31%
AIM
685
Acropolis Investment Management
Missouri
$163K +$168K +1,230 New
UCB
686
United Community Bank
South Carolina
$158K -$140K -1,024 -46%
LB
687
Legacy Bridge
Iowa
$157K – – –
LI
688
LRI Investments
Florida
$156K – – –
PWA
689
Physician Wealth Advisors
Utah
$155K – – –
LFG
690
Larson Financial Group
Missouri
$155K -$167K -1,218 -51%
TFM
691
TFC Financial Management
Massachusetts
$151K – – –
GEA
692
Glen Eagle Advisors
New Jersey
$150K – – –
MHR
693
Matthew Hamilton Rosenberg
$150K – – –
TCWA
694
Turtle Creek Wealth Advisors
Texas
$144K +$149K +1,090 New
MSG
695
Main Street Group
Virginia
$144K +$149K +1,085 New
SAM
696
Smartleaf Asset Management
Massachusetts
$142K +$43.5K +318 +41%
OPTFSNA
697
Old Point Trust & Financial Services N A
Virginia
$141K – – –
PB
698
Prosperity Bancshares
Texas
$135K – – –
MFC
699
Mechanics Financial Corp
Ohio
$133K -$548 -4 -0.4%
WPA
700
Wealth Preservation Advisors
Tennessee
$129K -$206K -1,505 -61%
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