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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Ruedi Wealth Management
Illinois
$6.92K – – –
RMC
727
Resources Management Corp
Connecticut
$6K – – –
GLR
728
Great Lakes Retirement
Ohio
$5.33K +$5.36K +47 New
POIA
729
Pin Oak Investment Advisors
Texas
$5K – – –
HR
730
Howe & Rusling
New York
$4.88K -$2.28K -20 -32%
KFS
731
Kelly Financial Services
Massachusetts
$4.81K – – –
HWA
732
HHM Wealth Advisors
Tennessee
$3.06K – – –
WWP
733
WR Wealth Planners
Missouri
$2.84K – – –
RA
734
Rise Advisors
New York
$2.16K – – –
ME
735
McIlrath & Eck
Washington
$1.93K +$1.94K +17 New
RWM
736
Raffa Wealth Management
District of Columbia
$1.3K +$114 +1 +9%
MRCM
737
M&R Capital Management
New Jersey
$1.14K – – –
FHC
738
First Heartland Consultants
Missouri
$516 -$11.6K -102 -2%
RA
739
Ransom Advisory
Rhode Island
$340 – – –
DPIM
740
Duff & Phelps Investment Management
Illinois
– -$28.5M -240,735 Closed
HWA
741
Heritage Wealth Advisors
Virginia
– -$3.9M -37,748 Closed
MSCM
742
McElhenny Sheffield Capital Management
Texas
– -$2.86M -25,544 Closed
LNC
743
Lincoln National Corp
Pennsylvania
– -$2.96M -25,053 Closed
NSB
744
Norway Savings Bank
Maine
– -$2.25M -19,059 Closed
CFS
745
Commonwealth Financial Services
West Virginia
– -$1.89M -16,562 Closed
AI
746
Atria Investments
North Carolina
– -$1.58M -13,327 Closed
BCM
747
Barometer Capital Management
Ontario, Canada
– -$933K -8,400 Closed
HFRG
748
Houlihan Financial Resource Group
Virginia
– -$941K -7,951 Closed
CB
749
Cadence Bank
Mississippi
– -$714K -6,037 Closed
MTC
750
McDaniel Terry & Co
Texas
– -$668K -5,646 Closed
28 29
30
31 32