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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$1.66M +$162K +1,589 +10%
FCBT
202
First Citizens Bank & Trust
North Carolina
$1.64M -$106K -1,038 -6%
GPA
203
Guidance Point Advisors
Massachusetts
$1.62M +$19K +186 +1%
HWM
204
HB Wealth Management
Georgia
$1.62M +$57.7K +566 +3%
SWA
205
SOA Wealth Advisors
New York
$1.55M +$67.3K +660 +4%
AI
206
Accredited Investors
Minnesota
$1.54M -$41.5M -407,209 -96%
SFS
207
Security Financial Services
Indiana
$1.53M +$1.66M +16,237 New
RB
208
Renasant Bank
Mississippi
$1.5M -$220K -2,160 -12%
PFG
209
Pacific Financial Group
Washington
$1.5M -$134K -1,313 -8%
LI
210
LVZ Inc
Michigan
$1.49M +$1.61M +15,781 New
FPIS
211
Financial Planning & Information Services
Wisconsin
$1.47M -$64.5K -632 -4%
BFO
212
Boston Family Office
Massachusetts
$1.46M +$1.12M +11,000 +247%
FF
213
Friedenthal Financial
New Jersey
$1.45M -$73.1K -717 -4%
ATPW
214
Ashton Thomas Private Wealth
Arizona
$1.43M +$68.2K +669 +5%
CAL
215
Capital Analysts LLC
Pennsylvania
$1.41M +$119K +1,167 +9%
SWM
216
Shakespeare Wealth Management
Wisconsin
$1.39M -$23.8K -233 -2%
FHA
217
First Horizon Advisors
Tennessee
$1.38M +$749K +7,340 +100%
ANTB
218
AMG National Trust Bank
Colorado
$1.38M +$102K +1,005 +8%
FAIM
219
Financial Advocates Investment Management
Washington
$1.38M +$119K +1,166 +9%
ASN
220
Advisory Services Network
Georgia
$1.37M +$216K +2,113 +17%
SA
221
Sunesis Advisors
Kansas
$1.36M -$8.16K -80 -0.6%
CPIG
222
Chicago Partners Investment Group
Illinois
$1.35M +$1.53K +15 +0.1%
AF
223
Advisornet Financial
Minnesota
$1.35M +$61.6K +604 +4%
FNBOSM
224
First National Bank of South Miami
Florida
$1.33M +$130K +1,279 +10%
WI
225
Wintrust Investments
Illinois
$1.33M +$670K +6,566 +87%
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