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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
726
Tyler-Stone Wealth Management
Ohio
$7.04K – – –
CB
727
CNB Bank
Pennsylvania
$6.92K – – –
RWM
728
Ruedi Wealth Management
Illinois
$6.92K – – –
RMC
729
Resources Management Corp
Connecticut
$6K – – –
GLR
730
Great Lakes Retirement
Ohio
$5.33K +$5.36K +47 New
POIA
731
Pin Oak Investment Advisors
Texas
$5K – – –
HR
732
Howe & Rusling
New York
$4.88K -$2.28K -20 -32%
KFS
733
Kelly Financial Services
Massachusetts
$4.81K – – –
HWA
734
HHM Wealth Advisors
Tennessee
$3.06K – – –
WWP
735
WR Wealth Planners
Missouri
$2.84K – – –
RA
736
Rise Advisors
New York
$2.16K – – –
ME
737
McIlrath & Eck
Washington
$1.93K +$1.94K +17 New
RWM
738
Raffa Wealth Management
District of Columbia
$1.3K +$114 +1 +9%
MRCM
739
M&R Capital Management
New Jersey
$1.14K – – –
RA
740
Ransom Advisory
Rhode Island
$340 – – –
DPIM
741
Duff & Phelps Investment Management
Illinois
– -$28.5M -240,735 Closed
HWA
742
Heritage Wealth Advisors
Virginia
– -$3.9M -37,748 Closed
MSCM
743
McElhenny Sheffield Capital Management
Texas
– -$2.86M -25,544 Closed
LNC
744
Lincoln National Corp
Pennsylvania
– -$2.96M -25,053 Closed
NSB
745
Norway Savings Bank
Maine
– -$2.25M -19,059 Closed
CFS
746
Commonwealth Financial Services
West Virginia
– -$1.89M -16,562 Closed
AI
747
Atria Investments
North Carolina
– -$1.58M -13,327 Closed
BCM
748
Barometer Capital Management
Ontario, Canada
– -$933K -8,400 Closed
HFRG
749
Houlihan Financial Resource Group
Virginia
– -$941K -7,951 Closed
CB
750
Cadence Bank
Mississippi
– -$714K -6,037 Closed
28 29
30
31 32