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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
176
TD Private Client Wealth
New York
$2.48M +$13.5K +118 +0.5%
OPW
177
Oxler Private Wealth
New York
$2.46M -$10.4K -91 -0.4%
BFA
178
Bragg Financial Advisors
North Carolina
$2.43M -$66.4K -582 -3%
AF
179
Allworth Financial
California
$2.42M -$134K -1,178 -5%
GT
180
Glenmede Trust
Pennsylvania
$2.42M +$54.3K +476 +2%
LFAS
181
Level Four Advisory Services
Texas
$2.34M +$313K +2,745 +15%
SA
182
SpiderRock Advisors
Delaware
$2.32M – – –
TIA
183
Tiemann Investment Advisors
California
$2.31M +$3.65K +32 +0.2%
SFO
184
Stokes Family Office
Louisiana
$2.28M +$13.5K +118 +0.6%
AAS
185
Avantax Advisory Services
Texas
$2.28M -$1.12M -9,789 -33%
KWM
186
Kingsview Wealth Management
Oregon
$2.27M -$8.1K -71 -0.4%
GPA
187
Guidance Point Advisors
Massachusetts
$2.24M +$7.87K +69 +0.4%
HWM
188
HB Wealth Management
Georgia
$2.23M +$48.6K +426 +2%
TFF
189
The Family Firm
Maryland
$2.23M +$3.88K +34 +0.2%
HCA
190
Heck Capital Advisors
Wisconsin
$2.19M -$215K -1,882 -9%
RFM
191
Royal Fund Management
Florida
$2.19M +$77.4K +679 +4%
PPW
192
Presilium Private Wealth
Pennsylvania
$2.17M +$2.85K +25 +0.1%
BOS
193
Bank of Stockton
California
$2.11M -$2.04M -17,885 -49%
PRWA
194
Platte River Wealth Advisors
Colorado
$2.09M -$68.5K -601 -3%
SWA
195
Stratos Wealth Advisors
Ohio
$2.09M +$1.44M +12,643 +218%
GWMR
196
GC Wealth Management RIA
Massachusetts
$2.08M +$166K +1,457 +9%
OC
197
Oppenheimer & Co
New York
$2.07M +$375K +3,290 +22%
AWM
198
Avior Wealth Management
Nebraska
$2.01M -$71.1K -623 -3%
SCG
199
Sonata Capital Group
Washington
$1.98M -$39.9K -350 -2%
PB
200
Pinnacle Bancorp
Nebraska
$1.98M +$54.5K +478 +3%
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