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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
276
BOK Financial Private Wealth
Colorado
$553K +$532K +6,480 New
RG
277
Rikoon Group
New Mexico
$550K +$2.63K +32 +0.5%
HCA
278
Harbour Capital Advisors
Virginia
$547K – – –
OIA
279
OneDigital Investment Advisors
Kansas
$545K +$62.3K +758 +13%
JIC
280
Johnson Investment Counsel
Ohio
$541K +$50.5K +614 +11%
CA
281
Cetera Advisors
Colorado
$537K -$115K -1,394 -19%
BSW
282
Buckingham Strategic Wealth
Missouri
$536K -$35.5K -432 -6%
PWM
283
Perigon Wealth Management
California
$524K +$183K +2,230 +56%
PP
284
Pegasus Partners
Wisconsin
$518K – – –
VFA
285
Voya Financial Advisors
Connecticut
$516K +$171K +2,080 +52%
TWP
286
Total Wealth Planning
Ohio
$515K +$4.44K +54 +0.9%
IWM
287
IHT Wealth Management
Illinois
$512K -$208K -2,530 -30%
AW
288
ACG Wealth
Georgia
$506K -$164K -1,996 -25%
HA
289
HYA Advisors
Missouri
$505K +$486K +5,918 New
PA
290
PSI Advisors
Florida
$503K +$484K +5,894 New
LWANC
291
Laurel Wealth Advisors (North Carolina)
North Carolina
$498K – – –
PWW
292
Pettyjohn Wood & White
Virginia
$494K +$32K +390 +7%
BW
293
Bison Wealth
Georgia
$490K +$472K +5,742 New
PA
294
PFG Advisors
Arizona
$487K – – –
KCM
295
Kanawha Capital Management
Virginia
$484K -$6.57K -80 -1%
LA
296
Legacy Advisors
Pennsylvania
$480K +$462K +5,624 New
MWM
297
Modera Wealth Management
New Jersey
$467K – – –
CWM
298
Cornerstone Wealth Management
Missouri
$460K -$44.9K -546 -9%
KWM
299
Kingsview Wealth Management
Oregon
$458K +$56.9K +692 +15%
GVAG
300
Great Valley Advisor Group
Delaware
$456K +$164 +2 +0%
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