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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
201
Bar Harbor Wealth Management
New Hampshire
$733K -$45.6K -596 -5%
PO
202
Private Ocean
California
$729K +$917 +12 +0.1%
HA
203
Harborview Advisors
Maine
$726K +$11.5K +150 +1%
NFG
204
Nations Financial Group
Iowa
$721K +$219K +2,862 +38%
PCG
205
Private Capital Group
Connecticut
$705K +$44K +576 +6%
CA
206
Cetera Advisors
Colorado
$704K -$418K -5,474 -35%
CBN
207
Cadence Bank NA
Texas
$704K -$17.4K -228 -2%
BWA
208
BDO Wealth Advisors
Florida
$701K -$11.3K -148 -1%
MAFM
209
Mid Atlantic Financial Management
Pennsylvania
$682K +$754K +9,864 New
MA
210
MONECO Advisors
Connecticut
$679K +$750K +9,812 New
NI
211
Nuance Investments
Missouri
$679K +$750K +9,814 New
PFG
212
Pacific Financial Group
Washington
$663K +$732K +9,580 New
AW
213
ACG Wealth
Georgia
$645K +$713K +9,326 New
TA
214
Townsend & Associates
Colorado
$635K +$45.9K +600 +7%
MBT
215
Montecito Bank & Trust
California
$634K +$1.22K +16 +0.2%
SC
216
SouthState Corp
Florida
$634K +$264K +3,452 +60%
OFG
217
Omega Financial Group
California
$628K +$694K +9,076 New
RJT
218
Raymond James Trust
Florida
$624K +$246K +3,212 +55%
CCM
219
Coldstream Capital Management
Washington
$620K – – –
MWM
220
Mission Wealth Management
California
$613K -$137K -1,794 -17%
BFA
221
Bragg Financial Advisors
North Carolina
$602K +$71.9K +940 +12%
HI
222
Human Investing
Oregon
$601K +$665K +8,694 New
LHC
223
Little House Capital
Massachusetts
$593K +$655K +8,570 New
HCA
224
Heck Capital Advisors
Wisconsin
$591K +$72.2K +944 +12%
CG
225
Cutler Group
California
$581K +$642K +8,400 New
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9
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