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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
851
Balentine LLC
Georgia
$10.8K – – –
SC
852
Sawyer & Company
Massachusetts
$10.5K – – –
ACA
853
Atlas Capital Advisors
Wyoming
$10.3K +$9.9K +70 New
3FI
854
3 Factor Indexing
California
$9.23K -$16.6K -117 -65%
CB
855
CNB Bank
Pennsylvania
$9.01K – – –
TCM
856
Timbuktu Capital Management
Massachusetts
$7.68K +$7.36K +52 New
BIAS
857
Beacon Investment Advisory Services
New Jersey
$7.39K – – –
TWIM
858
TIAA Wealth Investment Management
New York
$7.07K +$3.68K +26 +118%
FFO
859
Fortitude Family Office
Arizona
$6.94K – – –
GFA
860
Godfrey Financial Associates
New York
$6.8K – – –
POIA
861
Pin Oak Investment Advisors
Texas
$6K – – –
TWC
862
TD Waterhouse Canada
Ontario, Canada
$5.87K – – –
BHWM
863
Beaird Harris Wealth Management
Texas
$5.47K – – –
NRC
864
New Republic Capital
North Carolina
$4.88K +$4.67K +33 New
CWIG
865
Chung Wu Investment Group
Texas
$4.73K – – –
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$3.1K – – –
SFC
867
SYM Financial Corp
Indiana
$3.1K +$2.97K +21 New
BONH
868
Bank of New Hampshire
New Hampshire
$2.22K – – –
FG
869
Fairman Group
Pennsylvania
$1.92K +$1.84K +13 New
RWM
870
Raffa Wealth Management
District of Columbia
$1.65K – – –
TSMHT
871
Thurston Springer Miller Herd & Titak
Indiana
$1.63K +$1.56K +11 New
CCM
872
Chilton Capital Management
Texas
$1.48K -$3.4K -24 -71%
SGFG
873
Silver Grove Financial Group
New York
$739 +$707 +5 New
APFP
874
Action Point Financial Planning
Michigan
$443 +$424 +3 New
KPP
875
Kings Path Partners
Texas
$325 – – –
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