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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
176
Glenmede Investment Management
Pennsylvania
$2.74M +$269K +2,100 +11%
CAM
177
Cozad Asset Management
Illinois
$2.68M -$133K -1,038 -5%
UB
178
UMB Bank
Missouri
$2.63M -$173K -1,350 -6%
SFO
179
Stokes Family Office
Louisiana
$2.61M +$20.6K +161 +0.8%
RWP
180
RWA Wealth Partners
Massachusetts
$2.6M – – –
GPA
181
Guidance Point Advisors
Massachusetts
$2.6M -$5.76K -45 -0.2%
SPC
182
Sigma Planning Corp
Michigan
$2.58M -$45.1K -352 -2%
OC
183
Oppenheimer & Co
New York
$2.58M +$19K +148 +0.8%
BFA
184
Bragg Financial Advisors
North Carolina
$2.57M -$512 -4 -0%
FFL
185
Future Fund LLC
Illinois
$2.55M – – –
TIAAOA
186
Teachers Insurance & Annuity Association of America
New York
$2.54M – – –
ASN
187
Advisory Services Network
Georgia
$2.48M +$212K +1,657 +9%
AFG
188
Allegheny Financial Group
Pennsylvania
$2.48M +$51.6K +403 +2%
TIA
189
Tiemann Investment Advisors
California
$2.46M +$6.4K +50 +0.3%
UB
190
Umpqua Bank
Oregon
$2.46M +$147K +1,148 +6%
FP
191
Factorial Partners
New York
$2.45M – – –
HWMC
192
Heritage Wealth Management (California)
California
$2.42M +$48K +375 +2%
WMWM
193
Whitaker-Myers Wealth Managers
Ohio
$2.42M +$749K +5,848 +46%
WAS
194
Wealth Advisory Solutions
Indiana
$2.38M -$31.9K -249 -1%
DBIA
195
Dumont & Blake Investment Advisors
New Jersey
$2.38M +$3.58K +28 +0.2%
OPW
196
Oxler Private Wealth
New York
$2.35M -$27.8K -217 -1%
QPWM
197
Quadrant Private Wealth Management
Pennsylvania
$2.34M -$71.5K -558 -3%
OA
198
Operose Advisors
Wisconsin
$2.3M +$3.84K +30 +0.2%
VW
199
Vance Wealth
California
$2.3M -$112K -872 -5%
AF
200
Allworth Financial
California
$2.3M +$49.9K +390 +2%
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