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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
701
GPS Wealth Strategies Group
Colorado
$79.7K -$11.8K -100 -13%
EPW
702
Evergreen Private Wealth
Colorado
$78K – – –
CT
703
Colonial Trust
South Carolina
$77K +$19.4K +165 +36%
SAM
704
Smartleaf Asset Management
Massachusetts
$77K -$12.1K -103 -14%
BFPW
705
BOK Financial Private Wealth
Colorado
$75.4K – – –
ITIM
706
Indiana Trust & Investment Management
Indiana
$74.1K – – –
FFWM
707
Future Financial Wealth Management
Ohio
$71.8K – – –
TCM
708
Traub Capital Management
Massachusetts
$66.5K +$63.3K +538 New
PWA
709
Provenance Wealth Advisors
Florida
$63.8K – – –
PMFA
710
Plante Moran Financial Advisors
Michigan
$63.6K – – –
AAG
711
Armstrong Advisory Group
Massachusetts
$62.5K – – –
BFS
712
Burkett Financial Services
South Carolina
$62.3K +$235 +2 +0.4%
MYIA
713
Mount Yale Investment Advisors
Colorado
$61K +$58.1K +494 New
NEWAS
714
N.E.W. Advisory Services
Wisconsin
$60.3K – – –
CB
715
Centennial Bank
Arkansas
$58.7K -$12.1K -103 -18%
PSB
716
Piscataqua Savings Bank
New Hampshire
$58.6K – – –
WWM
717
Wolff Wiese Magana
California
$58.1K – – –
AWM
718
Abound Wealth Management
Tennessee
$57.9K – – –
EB
719
Eastern Bank
Massachusetts
$57.5K – – –
BIM
720
Breakwater Investment Management
Washington
$57.2K – – –
T
721
Tidemark
California
$57.1K – – –
ANBT
722
American National Bank & Trust
Texas
$56.8K – – –
SWP
723
Strategic Wealth Partners
Ohio
$52.6K +$50.1K +426 New
TFGT
724
TS Financial Group (TSFG)
Illinois
$52K – – –
FFA
725
Founders Financial Alliance
North Carolina
$50.5K -$16K -136 -25%
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