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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$533K +$92.4K +925 +21%
NA
352
NewEdge Advisors
Louisiana
$533K +$139K +1,397 +26%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$532K – – –
MAM
354
MMA Asset Management
Pennsylvania
$531K – – –
BRWA
355
B. Riley Wealth Advisors
Florida
$529K +$85.8K +859 +20%
SW
356
SVB Wealth
Massachusetts
$524K -$12.4K -124 -2%
MWM
357
Meridian Wealth Management
Kentucky
$514K -$90.5K -906 -15%
WS
358
Wedbush Securities
California
$509K +$34K +340 +7%
BFAG
359
Blackston Financial Advisory Group
Florida
$508K +$30.4K +304 +6%
AL
360
Aspiriant LLC
California
$502K – – –
RDFA
361
Ritter Daniher Financial Advisory
Ohio
$491K -$136K -1,361 -22%
CCA
362
Cobblestone Capital Advisors
New York
$488K -$20K -200 -4%
CA
363
Clearstead Advisors
Ohio
$483K +$2K +20 +0.4%
B
364
Bailard
California
$481K – – –
LPAM
365
Lodestar Private Asset Management
California
$480K +$476K +4,764 New
PCIA
366
Prime Capital Investment Advisors
Kansas
$479K +$97.9K +980 +26%
GL
367
Graypoint LLC
New York
$479K -$1.7K -17 -0.4%
RWG
368
Ratio Wealth Group
Colorado
$479K +$119K +1,194 +34%
SBH
369
Segall Bryant & Hamill
Illinois
$474K +$3.19K +32 +0.7%
RIM
370
Rockbridge Investment Management
New York
$473K +$156K +1,560 +50%
CA
371
Cetera Advisors
Colorado
$471K +$31.5K +315 +7%
BFA
372
Beaumont Financial Advisors
Massachusetts
$471K – – –
CPC
373
Cookson Peirce & Co
Pennsylvania
$465K +$699 +7 +0.2%
RMCM
374
Reynders McVeigh Capital Management
Massachusetts
$464K – – –
CSIC
375
Clifford Swan Investment Counsel
California
$464K – – –
13 14
15
16 17