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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
376
Lodestar Private Asset Management
California
$555K +$6.48K +63 +1%
AC
377
AWM Capital
Arizona
$550K – – –
RIM
378
Rockbridge Investment Management
New York
$545K +$8.95K +87 +2%
KCM
379
Kanawha Capital Management
Virginia
$537K +$75.5K +734 +18%
FLPIM
380
F.L. Putnam Investment Management
Massachusetts
$536K -$5.25K -51 -1%
MCA
381
MSH Capital Advisors
Arizona
$534K +$32.9K +320 +7%
GL
382
Graypoint LLC
New York
$532K – – –
PIA
383
Panoramic Investment Advisors
Colorado
$531K – – –
CCA
384
Cobblestone Capital Advisors
New York
$531K – – –
FA
385
FC Advisory
Pennsylvania
$531K +$109K +1,058 +29%
PWP
386
Perfromance Wealth Partners
Illinois
$527K -$173K -1,683 -27%
AFP
387
Ausdal Financial Partners
Iowa
$526K +$475K +4,616 New
KPWS
388
Kestra Private Wealth Services
Texas
$525K +$17.7K +172 +4%
CSIC
389
Clifford Swan Investment Counsel
California
$523K – – –
OCM
390
Objective Capital Management
Ohio
$519K +$254K +2,474 +119%
B
391
Bailard
California
$514K – – –
SBWIC
392
Schaper Benz & Wise Investment Counsel
Wisconsin
$513K – – –
BRWA
393
B. Riley Wealth Advisors
Florida
$513K +$2.98K +29 +0.6%
IA
394
IFG Advisory
Georgia
$507K +$1.34K +13 +0.3%
EWM
395
EPG Wealth Management
Georgia
$505K +$46.1K +448 +11%
BAM
396
Belpointe Asset Management
Nevada
$501K -$18.2K -177 -4%
SWM
397
SeaCrest Wealth Management
New York
$501K +$32.7K +318 +8%
FA
398
Fiduciary Alliance
South Carolina
$501K -$55.5K -540 -11%
QCG
399
Quadrant Capital Group
Ohio
$495K -$127K -1,234 -22%
AA
400
Ancora Advisors
Ohio
$490K +$442K +4,300 New
14 15
16
17 18