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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
426
Cookson Peirce & Co
Pennsylvania
$516K -$21.9K -175 -4%
CCMG
427
Clark Capital Management Group
Pennsylvania
$512K +$536K +4,279 New
BJL
428
Brighton Jones LLC
Washington
$511K -$192K -1,532 -26%
MSFS
429
Main Street Financial Solutions
Pennsylvania
$510K – – –
NGA
430
Naples Global Advisors
Florida
$505K – – –
BWA
431
BlueChip Wealth Advisors
Georgia
$505K -$919K -7,338 -64%
BFS
432
Bradley Foster & Sargent
Connecticut
$504K -$105K -840 -17%
PWM
433
Partners Wealth Management
California
$503K – – –
AA
434
Ancora Advisors
Ohio
$501K – – –
DA
435
Doliver Advisors
Texas
$495K +$518K +4,135 New
BFA
436
Beaumont Financial Advisors
Massachusetts
$494K – – –
IA
437
IFG Advisors
Missouri
$480K – – –
WFM
438
Wolff Financial Management
Michigan
$479K – – –
IAA
439
Ironsides Asset Advisors
North Carolina
$479K – – –
RWM
440
Riverbend Wealth Management
South Carolina
$479K – – –
CIA
441
Capital Investment Advisors
Georgia
$479K -$39.9K -319 -7%
B
442
Bailard
California
$470K -$72.6K -580 -13%
FFWA
443
FRG Family Wealth Advisors
Washington
$466K – – –
SIS
444
Sound Income Strategies
Florida
$465K +$486K +3,884 New
IIL
445
Insight Inv LLC
California
$461K – – –
SDWMA
446
Schneider Downs Wealth Management Advisors
Pennsylvania
$458K – – –
PA
447
PFG Advisors
Arizona
$458K +$8.64K +69 +2%
FA
448
Financial Alternatives
California
$456K – – –
CCB
449
Country Club Bank
Missouri
$454K – – –
CAM
450
Close Asset Management
United Kingdom
$448K – – –
16 17
18
19 20