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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
726
Oxford Financial Group
Indiana
$50.5K – – –
NC
727
North Capital
Utah
$50.4K – – –
MMCM
728
Murphy & Mullick Capital Management
New York
$48.1K – – –
RWM
729
Rialto Wealth Management
New York
$47.5K – – –
RP
730
Rice Partnership
Hawaii
$46.7K +$3.06K +26 +7%
GM
731
GeoWealth Management
Illinois
$46.1K – – –
MFG
732
Mendota Financial Group
Wisconsin
$44.5K – – –
GI
733
GAMMA Investing
California
$41.8K – – –
IAS
734
IMA Advisory Services
Colorado
$41.8K – – –
MSWA
735
Marshall & Sterling Wealth Advisors
New York
$41.6K – – –
CFD
736
Creative Financial Designs
Indiana
$38.7K -$2K -17 -5%
EWP
737
Elevation Wealth Partners
California
$37.6K – – –
GSWM
738
Golden State Wealth Management
California
$37.1K – – –
PGAM
739
Princeton Global Asset Management
New Jersey
$37.1K – – –
CTA
740
Colonial Trust Advisors
South Carolina
$35.7K – – –
W
741
WealthCollab
Washington
$35.1K – – –
SRCM
742
Signature Resources Capital Management
California
$34.4K +$10.1K +86 +45%
MWM
743
MorganRosel Wealth Management
Colorado
$34.2K – – –
CICI
744
Capital Investment Counsel Inc
North Carolina
$32.9K – – –
BMC
745
Bear Mountain Capital
Washington
$32.7K -$73.5K -625 -71%
FP
746
Financial Perspectives
Minnesota
$32.4K – – –
RIM
747
Ryan Investment Management
Colorado
$31.1K +$29.6K +252 New
BTD
748
BankPlus Trust Department
Mississippi
$30.4K – – –
PCM
749
Palouse Capital Management
Washington
$30.2K – – –
TIM
750
Total Investment Management
Arizona
$29.4K +$28K +238 New
28 29
30
31 32