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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
776
Signature Equity Partners
Ohio
$32.6K – – –
PCM
777
Palouse Capital Management
Washington
$32.3K – – –
MSWA
778
Marshall & Sterling Wealth Advisors
New York
$31.3K – – –
BWM
779
Bullock Wealth Management
Indiana
$31.3K – – –
CI
780
CX Institutional
Indiana
$31K -$18.4K -134 -37%
QWM
781
Quaker Wealth Management
New Jersey
$29.1K +$137 +1 +0.5%
CJ
782
Caitlin John
Michigan
$28.8K – – –
CFP
783
Comprehensive Financial Planning
Pennsylvania
$28.2K +$137 +1 +0.5%
GCM
784
Gunpowder Capital Management
Maryland
$27.3K – – –
CMA
785
Cedar Mountain Advisors
Oregon
$26.8K +$27.7K +202 New
OCM
786
Orion Capital Management
California
$26.5K – – –
SG
787
Sankala Group
Colorado
$26.2K – – –
MTI
788
Merrithew & Thorsten Inc
California
$26K +$137 +1 +0.5%
SRCM
789
Signature Resources Capital Management
California
$25.4K – – –
NSIM
790
North Star Investment Management
Illinois
$24.8K – – –
DF
791
Dunhill Financial
United Kingdom
$24.4K -$411 -3 -2%
3FI
792
3 Factor Indexing
California
$23.9K +$24.6K +180 New
HR
793
Howe & Rusling
New York
$23.4K +$822 +6 +4%
USB
794
Union Savings Bank
Connecticut
$23.3K – – –
KCM
795
Key Capital Management
Tennessee
$22.8K +$23.6K +172 New
AIM
796
Anchor Investment Management
South Carolina
$21.9K – – –
HHGA
797
Halbert Hargrove Global Advisors
California
$20.5K – – –
PCMNC
798
Piedmont Capital Management (North Carolina)
North Carolina
$20.1K – – –
PCFFS
799
Pacific Center for Financial Services
California
$19.6K -$9.86K -72 -33%
SN
800
Sittner & Nelson
Oregon
$18.4K – – –
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