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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
126
Novem Group
New York
$4.59M +$4.69M +36,704 New
KWMG
127
King Wealth Management Group
Florida
$4.56M +$67.8K +531 +1%
CAG
128
Csenge Advisory Group
Florida
$4.47M +$251K +1,966 +6%
SC
129
Sierra Capital
Florida
$4.44M +$3.06K +24 +0.1%
CIAS
130
CFS Investment Advisory Services
New Jersey
$4.39M -$18.9K -148 -0.4%
CA
131
Centerpoint Advisors
Massachusetts
$4.36M -$179K -1,404 -4%
GIM
132
Goelzer Investment Management
Indiana
$4.34M +$766 +6 +0%
BFG
133
Bleakley Financial Group
New Jersey
$4.31M +$26.4K +207 +0.6%
AB
134
ANB Bank
Colorado
$4.28M +$4.37M +34,269 New
BA
135
Brightwater Advisory
Florida
$4.2M -$19.3K -151 -0.4%
SCM
136
SOL Capital Management
Maryland
$4.17M +$35.7K +280 +0.8%
PSCM
137
Per Stirling Capital Management
Texas
$4.16M +$63.1K +494 +2%
LC
138
LTG Capital
Massachusetts
$4.11M -$71.4K -559 -2%
FCI
139
Financial Counselors Inc
Kansas
$4.1M -$16.6K -130 -0.4%
IA
140
IFP Advisors
Florida
$4.07M +$27.4K +215 +0.7%
HWA
141
Heritage Wealth Advisors
Virginia
$4M – – –
CWM
142
Cranbrook Wealth Management
Michigan
$3.94M -$75.1K -588 -2%
TRIA
143
Trail Ridge Investment Advisors
Colorado
$3.93M +$130K +1,016 +3%
LFAS
144
Level Four Advisory Services
Texas
$3.93M +$343K +2,683 +9%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.84M +$701K +5,494 +22%
FP
146
Factorial Partners
New York
$3.81M – – –
GJIA
147
Glass Jacobson Investment Advisors
Maryland
$3.78M -$78.9K -618 -2%
RWA
148
River Wealth Advisors
Pennsylvania
$3.78M -$113K -885 -3%
FHB
149
First Hawaiian Bank
Hawaii
$3.78M -$383K -3,004 -9%
MWM
150
Modera Wealth Management
New Jersey
$3.75M +$37.4K +293 +1%
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