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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
226
TD Ameritrade Investment Management
Nebraska
$459K -$376K -6,000 -46%
GTAM
227
Global Trust Asset Management
Florida
$459K – – –
MFW
228
Meristem Family Wealth
Minnesota
$458K – – –
CPO
229
Cerity Partners OCIO
New York
$455K +$251 +4 +0.1%
HA
230
HYA Advisors
Missouri
$447K -$14.8K -236 -3%
CFG
231
Citizens Financial Group
Rhode Island
$444K -$48.9K -780 -10%
BAM
232
Belpointe Asset Management
Nevada
$444K +$2.88K +46 +0.7%
MIC
233
Meridian Investment Counsel
California
$442K – – –
HCA
234
Harbour Capital Advisors
Virginia
$426K – – –
AMCA
235
Arthur M. Cohen & Associates
Illinois
$425K +$57.2K +912 +11%
EGWAG
236
Elwood & Goetz Wealth Advisory Group
Georgia
$424K +$400K +6,384 New
JIC
237
Johnson Investment Counsel
Ohio
$421K – – –
MWM
238
Modera Wealth Management
New Jersey
$417K +$50.2K +800 +15%
WP
239
WealthSource Partners
California
$415K -$332K -5,294 -46%
GL
240
Graypoint LLC
New York
$414K -$18.8K -300 -5%
RG
241
Rikoon Group
New Mexico
$413K -$14.6K -232 -4%
OWA
242
Outlook Wealth Advisors
Texas
$411K -$15.9K -254 -4%
BOS
243
Bank of Stockton
California
$409K -$1.86M -29,708 -83%
GAM
244
Griffin Asset Management
New York
$407K -$122K -1,942 -24%
CCA
245
Cobblestone Capital Advisors
New York
$407K -$23.2K -370 -6%
RJT
246
Raymond James Trust
Florida
$404K -$588K -9,368 -61%
SIA
247
Soltis Investment Advisors
Utah
$399K +$376K +5,996 New
MCM
248
Mattern Capital Management
Colorado
$396K -$273K -4,358 -42%
PCMC
249
Private Capital Management (Colorado)
Colorado
$393K -$69.6K -1,110 -16%
TW
250
Transform Wealth
Colorado
$392K +$370K +5,902 New
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