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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
326
MONECO Advisors
Connecticut
$561K -$3.26K -32 -0.5%
WAM
327
WNY Asset Management
New York
$558K +$3.37K +33 +0.6%
OWA
328
Outlook Wealth Advisors
Texas
$557K -$45.3K -444 -7%
KFAA
329
Klaas Financial Asset Advisors
Illinois
$556K -$127K -1,246 -17%
IBOK
330
Independence Bank of Kentucky
Kentucky
$550K – – –
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$544K -$425K -4,164 -42%
BJL
332
Brighton Jones LLC
Washington
$535K +$223K +2,188 +63%
BRWA
333
B. Riley Wealth Advisors
Florida
$528K -$67.5K -662 -11%
SFA
334
Sequoia Financial Advisors
Ohio
$523K – – –
EWA
335
EP Wealth Advisors
California
$520K -$101K -995 -15%
GAM
336
Griffin Asset Management
New York
$515K -$1.12K -11 -0.2%
CA
337
Cambridge Advisors
Nebraska
$504K – – –
BPA
338
Beacon Pointe Advisors
California
$504K +$45.7K +448 +9%
CFO
339
Collective Family Office
Pennsylvania
$502K +$122K +1,200 +29%
VFA
340
Valeo Financial Advisors
Indiana
$498K -$10.2K -100 -2%
FLPIM
341
F.L. Putnam Investment Management
Massachusetts
$498K +$56.8K +557 +12%
MAM
342
MMA Asset Management
Pennsylvania
$497K – – –
EWM
343
EPG Wealth Management
Georgia
$496K -$3.06K -30 -0.6%
WANY
344
Wealthspire Advisors (New York)
New York
$490K +$8.97K +88 +2%
CFD
345
Creative Financial Designs
Indiana
$486K +$25.6K +251 +5%
GIA
346
Gladstone Institutional Advisory
Florida
$483K -$74.7K -732 -13%
RA
347
Rodgers & Associates
Pennsylvania
$476K +$2.55K +25 +0.5%
CCA
348
Cobblestone Capital Advisors
New York
$475K – – –
NA
349
NewEdge Advisors
Louisiana
$473K +$511K +5,013 New
AL
350
Aspiriant LLC
California
$469K -$4.69K -46 -0.9%
12 13
14
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