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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
151
Pure Financial Advisors
California
$2.65M +$522K +5,116 +22%
SPC
152
Sigma Planning Corp
Michigan
$2.61M -$73.6K -722 -3%
JWA
153
JFS Wealth Advisors
Pennsylvania
$2.56M +$2.96K +29 +0.1%
PRWA
154
Platte River Wealth Advisors
Colorado
$2.55M -$96.9K -950 -3%
GG
155
Gofen & Glossberg
Illinois
$2.52M – – –
SFO
156
Stokes Family Office
Louisiana
$2.51M -$12.6K -124 -0.5%
UB
157
UMB Bank
Missouri
$2.51M -$27.5K -270 -1%
SSW
158
Smith Shellnut Wilson
Mississippi
$2.5M -$47.4K -465 -2%
MWM
159
Modera Wealth Management
New Jersey
$2.48M -$6.02K -59 -0.2%
NCM
160
Neumann Capital Management
California
$2.44M +$30.6K +300 +1%
TPCW
161
TD Private Client Wealth
New York
$2.43M -$301K -2,951 -10%
TRIA
162
Trail Ridge Investment Advisors
Colorado
$2.43M -$115K -1,131 -4%
AT
163
American Trust
Kentucky
$2.43M +$479K +4,698 +22%
NF
164
Nikulski Financial
Iowa
$2.41M +$37.7K +370 +1%
WTC
165
WhitTier Trust Company
Nevada
$2.35M -$10.2K -100 -0.4%
BFA
166
Bragg Financial Advisors
North Carolina
$2.34M -$26.4K -259 -1%
GW
167
GW & Wade
Massachusetts
$2.28M +$9.79K +96 +0.4%
SWM
168
Spire Wealth Management
Virginia
$2.28M +$38.9K +381 +2%
LNC
169
Lincoln National Corp
Pennsylvania
$2.21M -$261K -2,563 -10%
BSW
170
Buckingham Strategic Wealth
Missouri
$2.14M +$20.6K +202 +0.9%
CB
171
Commerce Bank
Missouri
$2.13M – – –
AAS
172
Avantax Advisory Services
Texas
$2.13M -$521K -5,106 -18%
SC
173
Sierra Capital
Florida
$2.1M +$1.33M +13,001 +140%
KWM
174
Kingsview Wealth Management
Oregon
$2.1M +$203K +1,991 +10%
FCB
175
First Command Bank
Texas
$2.09M -$800K -7,842 -26%
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