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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
751
Millstone Evans Group
Colorado
$111K – – –
TAM
752
Townsend Asset Management
North Carolina
$107K – – –
NB
753
NBT Bank
New York
$101K +$4.24K +30 +5%
MIA
754
Milestone Investment Advisors
Wisconsin
$98.8K – – –
WPWM
755
Western Pacific Wealth Management
Illinois
$98.7K – – –
CFFP
756
Center for Financial Planning
Michigan
$97.5K – – –
FLP
757
Financial Life Planners
Arizona
$93.4K +$283 +2 +0.3%
RIL
758
Rothschild Investment LLC
Illinois
$93.1K -$21.2K -150 -19%
CT
759
Colonial Trust
South Carolina
$92K – – –
ITIM
760
Indiana Trust & Investment Management
Indiana
$88.6K – – –
CIAS
761
Capital Investment Advisory Services
North Carolina
$88.5K -$6.79K -48 -7%
SWP
762
SIMA Wealth Partners
Virginia
$87.2K -$4.24K -30 -5%
BBHC
763
Brown Brothers Harriman & Co
New York
$86.4K – – –
PWA
764
Provenance Wealth Advisors
Florida
$76.2K – – –
PMFA
765
Plante Moran Financial Advisors
Michigan
$76.1K – – –
BFS
766
Burkett Financial Services
South Carolina
$75.8K +$283 +2 +0.4%
AAG
767
Armstrong Advisory Group
Massachusetts
$74.8K – – –
NF
768
Napier Financial
Massachusetts
$72.8K +$424 +3 +0.6%
PSB
769
Piscataqua Savings Bank
New Hampshire
$70K – – –
GWS
770
Glassman Wealth Services
Virginia
$69.7K +$66.8K +472 New
AWM
771
Abound Wealth Management
Tennessee
$69.3K – – –
BIM
772
Breakwater Investment Management
Washington
$68.4K – – –
T
773
Tidemark
California
$68.3K – – –
BFP
774
Birchwood Financial Partners
Minnesota
$68.2K +$283 +2 +0.4%
CB
775
Centennial Bank
Arkansas
$66.5K – – –
29 30
31
32 33