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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
751
IMA Advisory Services
Colorado
$40.5K +$42.3K +338 New
MSWA
752
Marshall & Sterling Wealth Advisors
New York
$40.3K +$125 +1 +0.3%
CFD
753
Creative Financial Designs
Indiana
$39.5K – – –
EWP
754
Elevation Wealth Partners
California
$36.4K – – –
GSWM
755
Golden State Wealth Management
California
$35.9K – – –
PGAM
756
Princeton Global Asset Management
New Jersey
$35.9K – – –
CTA
757
Colonial Trust Advisors
South Carolina
$34.6K – – –
W
758
WealthCollab
Washington
$34K – – –
MWM
759
MorganRosel Wealth Management
Colorado
$33.2K +$34.7K +277 New
RCA
760
Runnymede Capital Advisors
Ohio
$32.3K -$3.76K -30 -10%
CICI
761
Capital Investment Counsel Inc
North Carolina
$31.8K – – –
FP
762
Financial Perspectives
Minnesota
$31.4K – – –
BTD
763
BankPlus Trust Department
Mississippi
$29.5K – – –
PCM
764
Palouse Capital Management
Washington
$29.2K – – –
OP
765
ORG Partners
Indiana
$28.9K +$30.2K +241 New
VBA
766
von Borstel & Associates
Oregon
$27K +$28.3K +226 New
CI
767
CX Institutional
Indiana
$27K +$28.7K +229 New
PCFFS
768
Pacific Center for Financial Services
California
$26.3K – – –
NSIM
769
North Star Investment Management
Illinois
$26K – – –
CFP
770
Comprehensive Financial Planning
Pennsylvania
$25K -$9.77K -78 -27%
OCM
771
Orion Capital Management
California
$23.9K – – –
MCA
772
Midwest Capital Advisors
Michigan
$23.7K +$1.88K +15 +8%
SCA
773
Stuart Chaussee & Associates
California
$23K – – –
SRCM
774
Signature Resources Capital Management
California
$23K +$18K +144 +300%
HHGA
775
Halbert Hargrove Global Advisors
California
$22.5K +$4.13K +33 +21%
29 30
31
32 33