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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
201
Coldstream Capital Management
Washington
$633K – – –
PBO
202
Peoples Bank (Ohio)
Ohio
$620K -$28.4K -410 -5%
BPCA
203
Bank Pictet & Cie (Asia)
Singapore
$610K – – –
PWAP
204
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$607K -$49.5K -716 -8%
TW
205
Transform Wealth
Colorado
$599K +$35.4K +512 +7%
CAM
206
Concorde Asset Management
Michigan
$599K +$571K +8,262 New
ICOA
207
Investment Centers of America
North Dakota
$585K +$18K +260 +3%
BTNA
208
Bremer Trust National Association
Minnesota
$573K -$968 -14 -0.2%
BAS
209
Brown Advisory Securities
Maryland
$558K +$67.5K +976 +15%
MG
210
Mather Group
Illinois
$549K +$15.4K +222 +3%
GEA
211
Glen Eagle Advisors
New Jersey
$547K +$521K +7,532 New
RG
212
Rikoon Group
New Mexico
$530K +$2.21K +32 +0.5%
PWM
213
Perigon Wealth Management
California
$526K +$164K +2,370 +52%
PIM
214
Parker Investment Management
California
$510K +$2.08K +30 +0.4%
BHBT
215
Burke & Herbert Bank & Trust
Virginia
$499K -$3.46K -50 -0.7%
HCA
216
Harbour Capital Advisors
Virginia
$494K +$6.78K +98 +1%
LWAC
217
Laurel Wealth Advisors (California)
California
$490K +$46.1K +666 +11%
JIC
218
Johnson Investment Counsel
Ohio
$477K – – –
CA
219
Cambridge Advisors
Nebraska
$476K +$15.4K +222 +4%
KCM
220
Kanawha Capital Management
Virginia
$473K -$34.6K -500 -7%
KIA
221
KCM Investment Advisors
California
$467K – – –
RPG
222
Risk Paradigm Group
Texas
$464K -$233K -3,364 -34%
JWM
223
Jacobus Wealth Management
Wisconsin
$454K – – –
SBIA
224
Sheaff Brock Investment Advisors
Indiana
$453K +$432K +6,240 New
MIC
225
Meridian Investment Counsel
California
$450K – – –
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9
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