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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HJA
226
Hugh Johnson Advisors
New York
$395K -$5.93K -80 -2%
SCM
227
SOL Capital Management
Maryland
$395K +$123K +1,660 +47%
BL
228
Balentine LLC
Georgia
$390K – – –
BHBT
229
Burke & Herbert Bank & Trust
Virginia
$386K +$2.97K +40 +0.8%
SC
230
SouthState Corp
Florida
$385K +$119K +1,602 +47%
CAM
231
Concorde Asset Management
Michigan
$384K +$374K +5,040 New
YP
232
Yellowstone Partners
Idaho
$383K +$372K +5,010 New
VFA
233
Voya Financial Advisors
Connecticut
$375K – – –
HCA
234
Heck Capital Advisors
Wisconsin
$373K +$170K +2,288 +88%
CA
235
Clearstead Advisors
Ohio
$371K +$1.04K +14 +0.3%
WP
236
WealthSource Partners
California
$367K -$46.1K -622 -11%
FMBTD
237
First Midwest Bank Trust Division
Illinois
$363K – – –
MI
238
Moneywise Inc
Virginia
$361K -$1.04K -14 -0.3%
APSP
239
Asset Planning Services (Pennsylvania)
Pennsylvania
$357K +$1.48K +20 +0.4%
M
240
MOTCO
Texas
$356K – – –
BRWA
241
B. Riley Wealth Advisors
Florida
$347K -$388K -5,228 -54%
CIA
242
Capital Investment Advisors
Georgia
$346K -$11.1K -150 -3%
NFG
243
Next Financial Group
Texas
$344K -$61.4K -828 -16%
SAM
244
Summit Asset Management
Tennessee
$341K +$1.63K +22 +0.5%
CWM
245
Cornerstone Wealth Management
Missouri
$328K +$42.1K +568 +15%
CG
246
Corundum Group
Colorado
$328K +$319K +4,296 New
OBWP
247
O'Brien Wealth Partners
Massachusetts
$324K -$184K -2,480 -37%
FCI
248
Financial Counselors Inc
Kansas
$324K -$445 -6 -0.1%
CCA
249
Cobblestone Capital Advisors
New York
$317K -$24.5K -330 -7%
JWM
250
Jacobus Wealth Management
Wisconsin
$309K – – –
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10
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