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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
$1.79M -$66.5K -666 -4%
DBIA
202
Dumont & Blake Investment Advisors
New Jersey
$1.79M -$15.9K -159 -0.9%
OWM
203
Opes Wealth Management
California
$1.79M -$25K -250 -1%
EL
204
Essex LLC
Illinois
$1.79M -$11.4K -114 -0.6%
GT
205
Glenmede Trust
Pennsylvania
$1.77M +$133K +1,331 +8%
AIP
206
Almanack Investment Partners
Pennsylvania
$1.73M -$1.71M -17,145 -50%
HWM
207
HB Wealth Management
Georgia
$1.73M – – –
SWA
208
SOA Wealth Advisors
New York
$1.72M +$74.2K +743 +5%
SOS
209
Silver Oak Securities
Tennessee
$1.7M +$1.69M +16,894 New
LFAS
210
Level Four Advisory Services
Texas
$1.7M -$173K -1,736 -9%
WT
211
Whittier Trust
California
$1.68M +$135K +1,351 +9%
AF
212
Advisornet Financial
Minnesota
$1.67M +$154K +1,539 +10%
FPIS
213
Financial Planning & Information Services
Wisconsin
$1.63M +$49.2K +493 +3%
FPGK
214
Financial Partners Group (Kansas)
Kansas
$1.63M -$324K -3,247 -18%
ATPW
215
Ashton Thomas Private Wealth
Arizona
$1.61M -$42.9K -430 -3%
RB
216
Renasant Bank
Mississippi
$1.59M -$9.49K -95 -0.6%
ASN
217
Advisory Services Network
Georgia
$1.59M +$158K +1,586 +11%
HF
218
HRT Financial
New York
$1.58M -$4M -40,075 -72%
BAM
219
Belpointe Asset Management
Nevada
$1.57M +$137K +1,373 +10%
FF
220
Friedenthal Financial
New Jersey
$1.56M +$4.99K +50 +0.3%
BFO
221
Boston Family Office
Massachusetts
$1.56M – – –
CPIG
222
Chicago Partners Investment Group
Illinois
$1.55M +$2.3K +23 +0.2%
PFG
223
Pacific Financial Group
Washington
$1.51M +$80.6K +807 +6%
FAIM
224
Financial Advocates Investment Management
Washington
$1.47M -$11.7K -117 -0.8%
SA
225
Sunesis Advisors
Kansas
$1.45M – – –
7 8
9
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