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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
176
Cooke Wealth Management
California
$2.89M +$2.73M +20,940 New
HCA
177
Heck Capital Advisors
Wisconsin
$2.88M -$354K -2,721 -11%
UB
178
UMB Bank
Missouri
$2.81M +$133K +1,022 +5%
CB
179
Commerce Bank
Missouri
$2.73M -$113K -870 -4%
TIAAOA
180
Teachers Insurance & Annuity Association of America
New York
$2.69M +$117K +900 +5%
RWP
181
RWA Wealth Partners
Massachusetts
$2.68M +$41.1K +316 +2%
GPA
182
Guidance Point Advisors
Massachusetts
$2.65M +$21.3K +164 +0.8%
CAM
183
Cozad Asset Management
Illinois
$2.63M -$90.1K -692 -3%
BFA
184
Bragg Financial Advisors
North Carolina
$2.62M +$9.11K +70 +0.4%
UB
185
Umpqua Bank
Oregon
$2.61M +$108K +830 +4%
HWMC
186
Heritage Wealth Management (California)
California
$2.59M +$133K +1,021 +5%
OC
187
Oppenheimer & Co
New York
$2.56M -$49.2K -378 -2%
SFO
188
Stokes Family Office
Louisiana
$2.56M -$91.9K -706 -4%
AWP
189
Axis Wealth Partners
Rhode Island
$2.55M +$521K +4,003 +26%
SCM
190
SB Capital Management
California
$2.54M +$2.51M +19,318 New
OCM
191
One Capital Management
California
$2.53M -$2.93M -22,531 -54%
ASN
192
Advisory Services Network
Georgia
$2.53M +$13.7K +105 +0.5%
AFG
193
Allegheny Financial Group
Pennsylvania
$2.52M +$9.76K +75 +0.4%
SPC
194
Sigma Planning Corp
Michigan
$2.51M -$108K -829 -4%
TIA
195
Tiemann Investment Advisors
California
$2.49M -$5.86K -45 -0.2%
FP
196
Factorial Partners
New York
$2.49M – – –
KL
197
Keenan LLC
Massachusetts
$2.42M +$2.39M +18,365 New
CIA
198
Concurrent Investment Advisors
Florida
$2.39M +$979K +7,524 +71%
GT
199
Glenmede Trust
Pennsylvania
$2.39M +$2.36M +18,148 New
WAS
200
Wealth Advisory Solutions
Indiana
$2.38M -$31.8K -244 -1%
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