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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
726
NBT Bank
New York
$86.8K – – –
CIAS
727
Capital Investment Advisory Services
North Carolina
$85.7K – – –
FLP
728
Financial Life Planners
Arizona
$83.5K +$86.3K +630 New
CT
729
Colonial Trust
South Carolina
$82.5K – – –
SWP
730
SIMA Wealth Partners
Virginia
$82.2K -$10.3K -75 -11%
ITIM
731
Indiana Trust & Investment Management
Indiana
$79.5K – – –
BBHC
732
Brown Brothers Harriman & Co
New York
$77.5K +$80.1K +585 New
LCA
733
Legend Capital Advisors
New York
$74.7K +$77.2K +564 New
GI
734
GAMMA Investing
California
$74.6K +$24.8K +181 +47%
FFA
735
Founders Financial Alliance
North Carolina
$72.5K +$18.9K +138 +34%
PWA
736
Provenance Wealth Advisors
Florida
$68.4K – – –
PMFA
737
Plante Moran Financial Advisors
Michigan
$68.2K -$101K -736 -59%
BFS
738
Burkett Financial Services
South Carolina
$67.8K +$274 +2 +0.4%
TFA
739
Toth Financial Advisory
Virginia
$67.7K +$39.7K +290 +131%
AAG
740
Armstrong Advisory Group
Massachusetts
$67K – – –
NF
741
Napier Financial
Massachusetts
$64.9K +$67.1K +490 New
NEWAS
742
N.E.W. Advisory Services
Wisconsin
$64.7K – – –
PSB
743
Piscataqua Savings Bank
New Hampshire
$62.8K – – –
AWM
744
Abound Wealth Management
Tennessee
$62.2K – – –
BIM
745
Breakwater Investment Management
Washington
$61.3K – – –
T
746
Tidemark
California
$61.2K – – –
BFP
747
Birchwood Financial Partners
Minnesota
$60.9K +$274 +2 +0.4%
CB
748
Centennial Bank
Arkansas
$59.6K -$3.42K -25 -5%
LFA
749
Longview Financial Advisors
Alabama
$58.5K +$60.4K +441 New
WWM
750
Wolff Wiese Magana
California
$58.3K – – –
28 29
30
31 32