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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
801
Signature Equity Partners
Ohio
$36.3K – – –
PCM
802
Palouse Capital Management
Washington
$36K – – –
MSWA
803
Marshall & Sterling Wealth Advisors
New York
$35K – – –
BWM
804
Bullock Wealth Management
Indiana
$34.7K +$33.4K +236 New
CI
805
CX Institutional
Indiana
$34K +$141 +1 +0.4%
TFA
806
Toth Financial Advisory
Virginia
$32.6K -$41K -290 -57%
QWM
807
Quaker Wealth Management
New Jersey
$32.6K – – –
CJ
808
Caitlin John
Michigan
$32.1K – – –
CFP
809
Comprehensive Financial Planning
Pennsylvania
$31.5K +$141 +1 +0.5%
IFWM
810
Institute for Wealth Management
Colorado
$30.5K +$29.3K +207 New
GCM
811
Gunpowder Capital Management
Maryland
$30.4K – – –
MTI
812
Merrithew & Thorsten Inc
California
$30K +$141 +1 +0.5%
SG
813
Sankala Group
Colorado
$29.9K – – –
CMA
814
Cedar Mountain Advisors
Oregon
$29.8K – – –
OCM
815
Orion Capital Management
California
$29.5K – – –
SRCM
816
Signature Resources Capital Management
California
$28.4K – – –
NSIM
817
North Star Investment Management
Illinois
$27.6K – – –
DF
818
Dunhill Financial
United Kingdom
$27.3K +$141 +1 +0.5%
SWM
819
SHP Wealth Management
Massachusetts
$26.9K +$6.51K +46 +34%
USB
820
Union Savings Bank
Connecticut
$26K – – –
KCM
821
Key Capital Management
Tennessee
$25.4K – – –
AT
822
Avalon Trust
New Mexico
$24.2K +$23.2K +164 New
HHGA
823
Halbert Hargrove Global Advisors
California
$22.9K – – –
PCMNC
824
Piedmont Capital Management (North Carolina)
North Carolina
$22.4K – – –
PCFFS
825
Pacific Center for Financial Services
California
$21.9K – – –
31 32
33
34 35