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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
851
Tompkins Financial
New York
$13K – – –
CBT
852
CoreFirst Bank & Trust
Kansas
$12.4K – – –
BH
853
Burk Holdings
Oklahoma
$11.8K – – –
NWMP
854
Noble Wealth Management PBC
Colorado
$11.7K – – –
MFT
855
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
BL
856
Balentine LLC
Georgia
$10.8K – – –
SC
857
Sawyer & Company
Massachusetts
$10.5K – – –
ACA
858
Atlas Capital Advisors
Wyoming
$10.3K +$9.9K +70 New
TAM
859
Tucker Asset Management
Colorado
$10.3K +$9.9K +70 New
AI
860
Atomic Invest
New York
$9.66K -$283 -2 -3%
3FI
861
3 Factor Indexing
California
$9.23K -$16.6K -117 -65%
CB
862
CNB Bank
Pennsylvania
$9.01K – – –
TCM
863
Timbuktu Capital Management
Massachusetts
$7.68K +$7.36K +52 New
BIAS
864
Beacon Investment Advisory Services
New Jersey
$7.39K – – –
TWIM
865
TIAA Wealth Investment Management
New York
$7.07K +$3.68K +26 +118%
FFO
866
Fortitude Family Office
Arizona
$6.94K – – –
GFA
867
Godfrey Financial Associates
New York
$6.8K – – –
POIA
868
Pin Oak Investment Advisors
Texas
$6K – – –
TWC
869
TD Waterhouse Canada
Ontario, Canada
$5.87K – – –
BHWM
870
Beaird Harris Wealth Management
Texas
$5.47K – – –
NRC
871
New Republic Capital
North Carolina
$4.88K +$4.67K +33 New
CWIG
872
Chung Wu Investment Group
Texas
$4.73K – – –
PWPS
873
Pinnacle Wealth Planning Services
Ohio
$3.1K – – –
SFC
874
SYM Financial Corp
Indiana
$3.1K +$2.97K +21 New
BONH
875
Bank of New Hampshire
New Hampshire
$2.22K – – –
33 34
35
36 37