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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
126
Chas P. Smith & Associates (CPS)
Florida
$5.05M -$38.9K -275 -0.8%
EWA
127
EP Wealth Advisors
California
$5.04M +$2.58M +18,268 +115%
JFA
128
JNBA Financial Advisors
Minnesota
$4.93M -$109K -768 -2%
KWMG
129
King Wealth Management Group
Florida
$4.85M -$82.5K -583 -2%
CIAS
130
CFS Investment Advisory Services
New Jersey
$4.76M -$65.1K -460 -1%
BA
131
Brightwater Advisory
Florida
$4.76M -$9.34K -66 -0.2%
CA
132
Centerpoint Advisors
Massachusetts
$4.75M -$7.07K -50 -0.2%
SIA
133
Soltis Investment Advisors
Utah
$4.75M +$235K +1,658 +5%
AWP
134
Astra Wealth Partners
New Jersey
$4.71M +$49.7K +351 +1%
SFA
135
Sequoia Financial Advisors
Ohio
$4.68M – – –
FTWA
136
Fifth Third Wealth Advisors
Ohio
$4.64M -$105K -741 -2%
SA
137
Sanctuary Advisors
Indiana
$4.57M +$219K +1,547 +5%
MWM
138
Modera Wealth Management
New Jersey
$4.43M +$8.77K +62 +0.2%
MT
139
Midwest Trust
Kansas
$4.38M -$39K -276 -0.9%
GIM
140
Goelzer Investment Management
Indiana
$4.35M -$233K -1,650 -5%
HWM
141
HB Wealth Management
Georgia
$4.34M -$45.6K -322 -1%
TRIA
142
Trail Ridge Investment Advisors
Colorado
$4.33M -$434K -3,068 -9%
WMWM
143
Whitaker-Myers Wealth Managers
Ohio
$4.33M +$229K +1,616 +6%
PAG
144
Private Advisor Group
New Jersey
$4.29M -$881K -6,229 -18%
RWA
145
River Wealth Advisors
Pennsylvania
$4.21M -$29.3K -207 -0.7%
TIAAOA
146
Teachers Insurance & Annuity Association of America
New York
$4.2M +$132K +936 +3%
P
147
&Partners
Tennessee
$4.14M +$712K +5,030 +22%
UB
148
Umpqua Bank
Oregon
$4.14M +$945K +6,682 +31%
CWM
149
Cranbrook Wealth Management
Michigan
$4.14M -$88.8K -628 -2%
LC
150
LTG Capital
Massachusetts
$4.12M -$30.8K -218 -0.8%
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