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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
251
Evanson Asset Management
California
$425K – – –
HW
252
Hedeker Wealth
Illinois
$405K +$405K +5,464 New
HJA
253
Hugh Johnson Advisors
New York
$396K -$34.1K -460 -8%
BL
254
Balentine LLC
Georgia
$390K +$10.4K +140 +3%
CAS
255
Cue Advisory Services
Arizona
$379K – – –
FCI
256
Financial Counselors Inc
Kansas
$378K -$58.6K -790 -13%
NL
257
NWAM LLC
Washington
$375K – – –
NFG
258
Next Financial Group
Texas
$363K -$525K -7,082 -59%
CIA
259
Capital Investment Advisors
Georgia
$362K +$50.4K +680 +16%
CA
260
Clearstead Advisors
Ohio
$359K +$742 +10 +0.2%
RSA
261
Robertson Stephens Advisors
California
$359K +$17.8K +240 +5%
M
262
MOTCO
Texas
$358K +$39.9K +538 +13%
APSP
263
Asset Planning Services (Pennsylvania)
Pennsylvania
$355K +$47.9K +646 +16%
MI
264
Moneywise Inc
Virginia
$351K -$19.7K -266 -5%
SC
265
SouthState Corp
Florida
$341K +$4.75K +64 +1%
CCA
266
Cobblestone Capital Advisors
New York
$333K – – –
SAM
267
Summit Asset Management
Tennessee
$330K – – –
BMCM
268
Bryn Mawr Capital Management
Pennsylvania
$328K – – –
IPC
269
Independent Portfolio Consultants
Florida
$324K +$324K +4,370 New
ZF
270
Zhang Financial
Michigan
$309K – – –
RCM
271
RB Capital Management
Nevada
$307K -$56.2K -758 -15%
PFO
272
Pathstone Family Office
New Jersey
$304K – – –
FFWA
273
FRG Family Wealth Advisors
Washington
$304K +$20.3K +274 +7%
JIR
274
James Investment Research
Ohio
$301K – – –
FNBT
275
FineMark National Bank & Trust
Florida
$300K -$4.6K -62 -2%
9 10
11
12 13