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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
226
Raymond James Trust
Florida
$440K +$14.7K +212 +4%
SS
227
Simplicity Solutions
Minnesota
$436K +$415K +6,004 New
OCM
228
One Capital Management
California
$430K +$47.6K +688 +13%
RWA
229
RGT Wealth Advisors
Texas
$429K -$11.6K -168 -3%
FCI
230
Financial Counselors Inc
Kansas
$427K +$407K +5,888 New
HJA
231
Hugh Johnson Advisors
New York
$421K +$2.77K +40 +0.7%
LAM
232
Lebenthal Asset Management
New York
$418K +$2.77K +40 +0.7%
EAM
233
Evanson Asset Management
California
$415K – – –
CCB
234
Cutter & Co Brokerage
Missouri
$414K -$50.1K -724 -11%
SFS
235
Sowell Financial Services
Arkansas
$383K +$351K +5,070 New
QCMC
236
Quantum Capital Management (California)
California
$373K +$106K +1,532 +42%
BL
237
Balentine LLC
Georgia
$371K -$2.49K -36 -0.7%
CAS
238
Cue Advisory Services
Arizona
$370K +$41.5K +600 +13%
NL
239
NWAM LLC
Washington
$367K – – –
MI
240
Moneywise Inc
Virginia
$363K -$17.4K -252 -5%
RCM
241
RB Capital Management
Nevada
$356K +$339K +4,900 New
CA
242
Clearstead Advisors
Ohio
$350K +$333K +4,820 New
RSA
243
Robertson Stephens Advisors
California
$334K +$318K +4,596 New
SC
244
SouthState Corp
Florida
$329K -$1.52K -22 -0.5%
HI
245
Hudock Inc
Pennsylvania
$329K +$294K +4,258 +1,521%
CCA
246
Cobblestone Capital Advisors
New York
$325K +$69.2K +1,000 +29%
SAM
247
Summit Asset Management
Tennessee
$323K +$307K +4,444 New
BMCM
248
Bryn Mawr Capital Management
Pennsylvania
$321K +$306K +4,424 New
BIG
249
Bellwether Investment Group
Tennessee
$318K +$303K +4,382 New
NFG
250
Nations Financial Group
Iowa
$313K -$148K -2,134 -33%
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