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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
226
Appleton Partners
Massachusetts
$543K +$542K +7,314 New
GEA
227
Glen Eagle Advisors
New Jersey
$538K -$20.8K -280 -4%
CA
228
Cambridge Advisors
Nebraska
$537K +$50.4K +680 +10%
RG
229
Rikoon Group
New Mexico
$525K +$742 +10 +0.1%
LWM
230
LBA Wealth Management
Florida
$521K -$274K -3,700 -35%
RPG
231
Risk Paradigm Group
Texas
$513K +$38.7K +522 +8%
PIM
232
Parker Investment Management
California
$509K -$12.3K -166 -2%
HCA
233
Harbour Capital Advisors
Virginia
$505K – – –
LWAC
234
Laurel Wealth Advisors (California)
California
$501K – – –
CCT
235
Country Club Trust
Missouri
$497K +$496K +6,690 New
BHBT
236
Burke & Herbert Bank & Trust
Virginia
$494K -$16.8K -226 -3%
SBIA
237
Sheaff Brock Investment Advisors
Indiana
$488K +$24.8K +334 +5%
JIC
238
Johnson Investment Counsel
Ohio
$487K – – –
CCB
239
Cutter & Co Brokerage
Missouri
$476K +$53K +714 +13%
FAM
240
Flaharty Asset Management
Florida
$469K +$476K +6,418 New
MIC
241
Meridian Investment Counsel
California
$460K – – –
CPO
242
Cerity Partners OCIO
New York
$456K – – –
LAM
243
Lebenthal Asset Management
New York
$456K +$29.1K +392 +7%
S
244
SignatureFD
Georgia
$456K +$456K +6,142 New
WP
245
WealthSource Partners
California
$453K -$2.12M -28,636 -82%
KIA
246
KCM Investment Advisors
California
$453K -$24.8K -334 -5%
PWM
247
Perigon Wealth Management
California
$444K -$72.8K -982 -14%
OCM
248
One Capital Management
California
$440K +$1.04K +14 +0.2%
KCM
249
Kanawha Capital Management
Virginia
$439K -$44.5K -600 -9%
RWA
250
RGT Wealth Advisors
Texas
$438K – – –
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