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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
326
Klaas Financial Asset Advisors
Illinois
$522K -$8.96K -90 -2%
OWA
327
Outlook Wealth Advisors
Texas
$516K -$15.6K -157 -3%
GAM
328
Griffin Asset Management
New York
$511K +$22.9K +230 +4%
VC
329
Vicus Capital
Pennsylvania
$508K +$562K +5,643 New
VAS
330
Vestmark Advisory Solutions
Massachusetts
$506K +$109K +1,096 +24%
NA
331
NewEdge Advisors
Louisiana
$487K +$39.4K +396 +8%
CA
332
Cambridge Advisors
Nebraska
$481K – – –
SW
333
SVB Wealth
Massachusetts
$479K +$268K +2,690 +102%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$477K -$45.9K -461 -8%
SFA
335
Sequoia Financial Advisors
Ohio
$476K -$25.1K -252 -5%
FLPIM
336
F.L. Putnam Investment Management
Massachusetts
$475K +$199 +2 +0%
BFAG
337
Blackston Financial Advisory Group
Florida
$475K +$99K +995 +27%
MAM
338
MMA Asset Management
Pennsylvania
$474K – – –
CFD
339
Creative Financial Designs
Indiana
$473K +$10.9K +110 +2%
VFA
340
Valeo Financial Advisors
Indiana
$468K -$7.96K -80 -2%
BPA
341
Beacon Pointe Advisors
California
$464K -$16.7K -168 -3%
RA
342
Rodgers & Associates
Pennsylvania
$457K +$3.19K +32 +0.6%
CCA
343
Cobblestone Capital Advisors
New York
$454K +$896 +9 +0.2%
EWM
344
EPG Wealth Management
Georgia
$450K -$25.7K -258 -5%
AL
345
Aspiriant LLC
California
$449K – – –
GIA
346
Gladstone Institutional Advisory
Florida
$436K -$27.4K -275 -5%
EVC
347
Eidelman Virant Capital
Missouri
$434K – – –
B
348
Bailard
California
$429K -$14.9K -150 -3%
CA
349
Clearstead Advisors
Ohio
$429K -$9.86K -99 -2%
GL
350
Graypoint LLC
New York
$429K – – –
12 13
14
15 16