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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
226
Cerity Partners OCIO
New York
$446K +$830 +12 +0.2%
RJT
227
Raymond James Trust
Florida
$440K +$14.7K +212 +4%
SS
228
Simplicity Solutions
Minnesota
$436K +$415K +6,004 New
OCM
229
One Capital Management
California
$430K +$47.6K +688 +13%
RWA
230
RGT Wealth Advisors
Texas
$429K -$11.6K -168 -3%
FCI
231
Financial Counselors Inc
Kansas
$427K +$407K +5,888 New
HJA
232
Hugh Johnson Advisors
New York
$421K +$2.77K +40 +0.7%
LAM
233
Lebenthal Asset Management
New York
$418K +$2.77K +40 +0.7%
EAM
234
Evanson Asset Management
California
$415K – – –
CCB
235
Cutter & Co Brokerage
Missouri
$414K -$50.1K -724 -11%
SFS
236
Sowell Financial Services
Arkansas
$383K +$351K +5,070 New
QCMC
237
Quantum Capital Management (California)
California
$373K +$106K +1,532 +42%
BL
238
Balentine LLC
Georgia
$371K -$2.49K -36 -0.7%
CAS
239
Cue Advisory Services
Arizona
$370K +$41.5K +600 +13%
NL
240
NWAM LLC
Washington
$367K – – –
MI
241
Moneywise Inc
Virginia
$363K -$17.4K -252 -5%
RCM
242
RB Capital Management
Nevada
$356K +$339K +4,900 New
CA
243
Clearstead Advisors
Ohio
$350K +$333K +4,820 New
RSA
244
Robertson Stephens Advisors
California
$334K +$318K +4,596 New
SC
245
SouthState Corp
Florida
$329K -$1.52K -22 -0.5%
HI
246
Hudock Inc
Pennsylvania
$329K +$294K +4,258 +1,521%
CCA
247
Cobblestone Capital Advisors
New York
$325K +$69.2K +1,000 +29%
SAM
248
Summit Asset Management
Tennessee
$323K +$307K +4,444 New
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$321K +$306K +4,424 New
BIG
250
Bellwether Investment Group
Tennessee
$318K +$303K +4,382 New
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