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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
201
Private Ocean
California
$877K +$48.8K +630 +6%
CAC
202
Certified Advisory Corp
Florida
$877K +$345K +4,458 +66%
MGIA
203
Matthew Goff Investment Advisor
Texas
$860K +$205K +2,650 +37%
PWAP
204
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$844K +$310 +4 +0%
FAIM
205
Financial Advocates Investment Management
Washington
$840K -$12.2K -158 -1%
NFG
206
Nations Financial Group
Iowa
$833K +$14.6K +188 +2%
SF
207
Synovus Financial
Georgia
$830K -$100K -1,292 -11%
BHWM
208
Bar Harbor Wealth Management
New Hampshire
$825K -$5.88K -76 -0.7%
HCA
209
Heck Capital Advisors
Wisconsin
$814K +$141K +1,822 +21%
AIP
210
Ahrens Investment Partners
Louisiana
$797K -$131K -1,696 -14%
CA
211
Cetera Advisors
Colorado
$795K -$3.87K -50 -0.5%
PWP
212
Personal Wealth Partners
Minnesota
$786K +$775K +10,016 New
PCG
213
Private Capital Group
Connecticut
$785K -$14.7K -190 -2%
AW
214
ACG Wealth
Georgia
$784K +$51.6K +666 +7%
CBN
215
Cadence Bank NA
Texas
$783K -$15.6K -202 -2%
SWPG
216
Strategic Wealth Partners Group
Illinois
$771K -$89.7K -1,158 -11%
MA
217
MONECO Advisors
Connecticut
$769K -$1.39K -18 -0.2%
TA
218
Townsend & Associates
Colorado
$767K +$45.7K +590 +6%
BWA
219
BDO Wealth Advisors
Florida
$765K -$30.2K -390 -4%
PFG
220
Pacific Financial Group
Washington
$757K +$5.11K +66 +0.7%
HA
221
Harborview Advisors
Maine
$754K -$69.4K -896 -9%
RJT
222
Raymond James Trust
Florida
$733K +$24.8K +320 +4%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$731K -$353K -4,562 -33%
MAFM
224
Mid Atlantic Financial Management
Pennsylvania
$723K -$50.6K -654 -7%
SC
225
SouthState Corp
Florida
$719K – – –
7 8
9
10 11