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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
B
376
Bailard
California
$557K -$15.2K -128 -3%
SBWIC
377
Schaper Benz & Wise Investment Counsel
Wisconsin
$557K – – –
MBT
378
Montecito Bank & Trust
California
$555K -$23.8K -200 -4%
CCA
379
Cobblestone Capital Advisors
New York
$549K -$25.6K -215 -5%
SWM
380
SeaCrest Wealth Management
New York
$548K +$713 +6 +0.1%
FA
381
Fiduciary Alliance
South Carolina
$546K +$1.19K +10 +0.2%
AA
382
Ancora Advisors
Ohio
$532K – – –
MAM
383
MMA Asset Management
Pennsylvania
$531K +$276K +2,321 +79%
PFA
384
Professional Financial Advisors
Nebraska
$529K – – –
NGA
385
Naples Global Advisors
Florida
$521K +$119 +1 +0%
CAG
386
Crestwood Advisors Group
Massachusetts
$515K -$63K -530 -11%
BFA
387
Beaumont Financial Advisors
Massachusetts
$514K -$23.4K -197 -5%
CL
388
Choreo LLC
Illinois
$512K +$11.3K +95 +2%
SIC
389
Sigma Investment Counselors
Michigan
$500K – – –
APP
390
Avantax Planning Partners
Iowa
$498K -$268K -2,255 -36%
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$496K -$81.8K -688 -15%
IA
392
IFG Advisors
Missouri
$495K – – –
IAA
393
Ironsides Asset Advisors
North Carolina
$494K – – –
WFM
394
Wolff Financial Management
Michigan
$494K +$476K +4,000 New
PA
395
PFG Advisors
Arizona
$492K – – –
MSFS
396
Main Street Financial Solutions
Pennsylvania
$485K – – –
FFWA
397
FRG Family Wealth Advisors
Washington
$481K – – –
CFO
398
Callan Family Office
Pennsylvania
$480K +$101K +850 +28%
SDWMA
399
Schneider Downs Wealth Management Advisors
Pennsylvania
$473K – – –
BJL
400
Brighton Jones LLC
Washington
$471K -$62.9K -529 -12%
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