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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
251
Whittier Trust
California
$1.17M – – –
PO
252
Private Ocean
California
$1.14M +$79.1K +741 +7%
UTC
253
Unified Trust Company
Kentucky
$1.13M – – –
UR
254
USCA RIA
Texas
$1.07M +$854 +8 +0.1%
BWA
255
BDO Wealth Advisors
Florida
$1.07M -$23.4K -219 -2%
AL
256
ACAS LLC
California
$1.06M +$76.7K +718 +8%
AHC
257
Anderson Hoagland & Co
Missouri
$1.06M +$122K +1,141 +13%
HWM
258
HighMark Wealth Management
Minnesota
$1.06M +$136K +1,272 +15%
RJT
259
Raymond James Trust
Florida
$1.05M +$15.8K +148 +2%
PCG
260
Private Capital Group
Connecticut
$1.05M – – –
AAS
261
Avantax Advisory Services
Texas
$1.05M +$188K +1,760 +21%
FWP
262
FAS Wealth Partners
Kansas
$1.04M +$56.8K +532 +6%
EDRIA
263
Edmonds Duncan Registered Investment Advisors
Kansas
$1.03M -$2.56K -24 -0.2%
CF
264
Centaurus Financial
California
$1.01M -$2.69M -25,142 -72%
AIP
265
Ameritas Investment Partners
Nebraska
$1.01M -$16K -150 -2%
DJYG
266
David J. Yvars Group
Florida
$1.01M +$25.6K +240 +3%
KFAA
267
Klaas Financial Asset Advisors
Illinois
$1M -$598K -5,597 -37%
GRP
268
Global Retirement Partners
California
$1M +$131K +1,222 +15%
FEM
269
Fulcrum Equity Management
Texas
$998K +$154K +1,438 +18%
SF
270
Synovus Financial
Georgia
$994K +$765K +7,166 +313%
BRWA
271
B. Riley Wealth Advisors
Florida
$986K +$284K +2,655 +40%
OIA
272
OneDigital Investment Advisors
Kansas
$983K -$111K -1,036 -10%
CA
273
Calton & Associates
Florida
$962K +$976K +9,135 New
FFS
274
Founders Financial Securities
Maryland
$935K +$46K +431 +5%
ASN
275
Advisory Services Network
Georgia
$926K +$69.4K +650 +8%
9 10
11
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