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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
701
DHJJ Financial Advisors
Illinois
$99.7K – – –
AFG
702
Albion Financial Group
Utah
$96.8K – – –
SIM
703
Synergy Investment Management
Florida
$96.1K +$98.2K +769 New
MFA
704
Morling Financial Advisors
California
$95.1K +$97.2K +761 New
MEG
705
Millstone Evans Group
Colorado
$94.1K +$96.1K +753 New
LC
706
Lindbrook Capital
California
$93.8K – – –
SWP
707
SIMA Wealth Partners
Virginia
$93.1K – – –
GWSG
708
GPS Wealth Strategies Group
Colorado
$93K +$128 +1 +0.1%
TAM
709
Townsend Asset Management
North Carolina
$90.6K – – –
SAM
710
Smartleaf Asset Management
Massachusetts
$89.7K +$7.53K +59 +9%
EPW
711
Evergreen Private Wealth
Colorado
$89K -$4.34K -34 -5%
CHC
712
City Holding Co
West Virginia
$86.2K – – –
CB
713
Centennial Bank
Arkansas
$84.3K – – –
CIAS
714
Capital Investment Advisory Services
North Carolina
$83.6K +$5.87K +46 +7%
MIA
715
Milestone Investment Advisors
Wisconsin
$83.6K – – –
WPWM
716
Western Pacific Wealth Management
Illinois
$83.5K – – –
CFFP
717
Center for Financial Planning
Michigan
$82.5K – – –
TIM
718
Tortoise Investment Management
New York
$82K – – –
NB
719
NBT Bank
New York
$81.2K +$16K +125 +24%
GWM
720
Geneos Wealth Management
Colorado
$75.6K -$38.8K -304 -33%
ITIM
721
Indiana Trust & Investment Management
Indiana
$75K – – –
QC
722
Quent Capital
New York
$75K – – –
MWA
723
Medallion Wealth Advisors
Connecticut
$72.7K +$74.3K +582 New
FFWM
724
Future Financial Wealth Management
Ohio
$72.6K – – –
VWM
725
Venturi Wealth Management
Texas
$69.1K – – –
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