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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
176
Quadrant Private Wealth Management
Pennsylvania
$2.79M – – –
SPC
177
Sigma Planning Corp
Michigan
$2.76M -$11.9K -93 -0.4%
UB
178
UMB Bank
Missouri
$2.74M -$22.2K -174 -0.8%
HWM
179
HB Wealth Management
Georgia
$2.66M +$174K +1,361 +7%
SIA
180
Soltis Investment Advisors
Utah
$2.65M -$1.26M -9,893 -32%
AAS
181
Avantax Advisory Services
Texas
$2.55M +$112K +880 +5%
OPW
182
Oxler Private Wealth
New York
$2.54M -$148K -1,163 -5%
SFO
183
Stokes Family Office
Louisiana
$2.5M +$14.7K +115 +0.6%
TFF
184
The Family Firm
Maryland
$2.49M +$11.2K +88 +0.4%
GPA
185
Guidance Point Advisors
Massachusetts
$2.48M +$8.04K +63 +0.3%
BFA
186
Bragg Financial Advisors
North Carolina
$2.48M -$73.2K -573 -3%
TPCW
187
TD Private Client Wealth
New York
$2.43M -$102K -797 -4%
IFG
188
Independent Financial Group
California
$2.39M +$1.73M +13,574 +244%
OC
189
Oppenheimer & Co
New York
$2.39M +$22.5K +176 +0.9%
GT
190
Glenmede Trust
Pennsylvania
$2.38M -$283K -2,217 -10%
PPW
191
Presilium Private Wealth
Pennsylvania
$2.37M -$4.34K -34 -0.2%
TIA
192
Tiemann Investment Advisors
California
$2.36M -$124K -975 -5%
EE
193
EWG Elevate
California
$2.35M +$2.4M +18,829 New
AF
194
Allworth Financial
California
$2.34M -$264K -2,065 -10%
DBIA
195
Dumont & Blake Investment Advisors
New Jersey
$2.31M -$24.1K -189 -1%
GS
196
GTS Securities
Florida
$2.3M +$2.34M +18,367 New
GWMR
197
GC Wealth Management RIA
Massachusetts
$2.27M -$17.4K -136 -0.7%
CAM
198
Cozad Asset Management
Illinois
$2.22M +$1.17M +9,146 +106%
OA
199
Operose Advisors
Wisconsin
$2.21M +$133K +1,042 +6%
SCG
200
Sonata Capital Group
Washington
$2.18M – – –
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