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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
801
Financial Perspectives
Minnesota
$38.7K – – –
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$37.1K +$35.5K +251 New
BMC
803
Bear Mountain Capital
Washington
$36.5K – – –
BTD
804
BankPlus Trust Department
Mississippi
$36.3K – – –
SEP
805
Signature Equity Partners
Ohio
$36.3K – – –
PCM
806
Palouse Capital Management
Washington
$36K – – –
MSWA
807
Marshall & Sterling Wealth Advisors
New York
$35K – – –
BWM
808
Bullock Wealth Management
Indiana
$34.7K +$141 +1 +0.4%
CI
809
CX Institutional
Indiana
$34K +$141 +1 +0.4%
TFA
810
Toth Financial Advisory
Virginia
$32.6K -$41K -290 -57%
QWM
811
Quaker Wealth Management
New Jersey
$32.6K – – –
CJ
812
Caitlin John
Michigan
$32.1K – – –
CFP
813
Comprehensive Financial Planning
Pennsylvania
$31.5K +$141 +1 +0.5%
IFWM
814
Institute for Wealth Management
Colorado
$30.5K +$29.3K +207 New
GCM
815
Gunpowder Capital Management
Maryland
$30.4K – – –
MTI
816
Merrithew & Thorsten Inc
California
$30K +$141 +1 +0.5%
SG
817
Sankala Group
Colorado
$29.9K – – –
CMA
818
Cedar Mountain Advisors
Oregon
$29.8K – – –
OCM
819
Orion Capital Management
California
$29.5K – – –
SRCM
820
Signature Resources Capital Management
California
$28.4K – – –
NSIM
821
North Star Investment Management
Illinois
$27.6K – – –
DF
822
Dunhill Financial
United Kingdom
$27.3K +$141 +1 +0.5%
SWM
823
SHP Wealth Management
Massachusetts
$26.9K +$6.51K +46 +34%
USB
824
Union Savings Bank
Connecticut
$26K – – –
KCM
825
Key Capital Management
Tennessee
$25.4K – – –
31 32
33
34 35