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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
126
Astra Wealth Partners
New Jersey
$4.64M +$4.74M +37,165 New
NG
127
Novem Group
New York
$4.59M +$4.69M +36,704 New
KWMG
128
King Wealth Management Group
Florida
$4.56M +$67.8K +531 +1%
CAG
129
Csenge Advisory Group
Florida
$4.47M +$251K +1,966 +6%
SC
130
Sierra Capital
Florida
$4.44M +$3.06K +24 +0.1%
CIAS
131
CFS Investment Advisory Services
New Jersey
$4.39M -$18.9K -148 -0.4%
CA
132
Centerpoint Advisors
Massachusetts
$4.36M -$179K -1,404 -4%
GIM
133
Goelzer Investment Management
Indiana
$4.34M +$766 +6 +0%
BFG
134
Bleakley Financial Group
New Jersey
$4.31M +$26.4K +207 +0.6%
AB
135
ANB Bank
Colorado
$4.28M +$4.37M +34,269 New
BA
136
Brightwater Advisory
Florida
$4.2M -$19.3K -151 -0.4%
SCM
137
SOL Capital Management
Maryland
$4.17M +$35.7K +280 +0.8%
PSCM
138
Per Stirling Capital Management
Texas
$4.16M +$63.1K +494 +2%
LC
139
LTG Capital
Massachusetts
$4.11M -$71.4K -559 -2%
FCI
140
Financial Counselors Inc
Kansas
$4.1M -$16.6K -130 -0.4%
IA
141
IFP Advisors
Florida
$4.07M +$27.4K +215 +0.7%
HWA
142
Heritage Wealth Advisors
Virginia
$4M – – –
CWM
143
Cranbrook Wealth Management
Michigan
$3.94M -$75.1K -588 -2%
TRIA
144
Trail Ridge Investment Advisors
Colorado
$3.93M +$130K +1,016 +3%
LFAS
145
Level Four Advisory Services
Texas
$3.93M +$343K +2,683 +9%
PFPT
146
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.84M +$701K +5,494 +22%
FP
147
Factorial Partners
New York
$3.81M – – –
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$3.78M -$78.9K -618 -2%
RWA
149
River Wealth Advisors
Pennsylvania
$3.78M -$113K -885 -3%
FHB
150
First Hawaiian Bank
Hawaii
$3.78M -$383K -3,004 -9%
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