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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
176
RWA Wealth Partners
Massachusetts
$2.7M +$3.01K +22 +0.1%
UB
177
UMB Bank
Missouri
$2.7M -$132K -967 -5%
GPA
178
Guidance Point Advisors
Massachusetts
$2.68M +$9.18K +67 +0.3%
BFA
179
Bragg Financial Advisors
North Carolina
$2.64M +$6.3K +46 +0.2%
OC
180
Oppenheimer & Co
New York
$2.6M +$17.4K +127 +0.7%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.58M +$2.67M +19,500 New
ASN
182
Advisory Services Network
Georgia
$2.57M +$23.3K +170 +0.9%
HCA
183
Heck Capital Advisors
Wisconsin
$2.56M -$349K -2,547 -12%
SFO
184
Stokes Family Office
Louisiana
$2.55M -$29.4K -215 -1%
AFG
185
Allegheny Financial Group
Pennsylvania
$2.54M +$1.78K +13 +0.1%
AWP
186
Axis Wealth Partners
Rhode Island
$2.52M -$51.8K -378 -2%
TIA
187
Tiemann Investment Advisors
California
$2.52M +$8.22K +60 +0.3%
FP
188
Factorial Partners
New York
$2.5M – – –
SC
189
Sierra Capital
Florida
$2.48M -$1.92M -14,026 -43%
WAS
190
Wealth Advisory Solutions
Indiana
$2.47M +$78.7K +575 +3%
CIA
191
Concurrent Investment Advisors
Florida
$2.44M +$33.1K +242 +1%
CAM
192
Cozad Asset Management
Illinois
$2.43M -$223K -1,628 -8%
OCM
193
One Capital Management
California
$2.4M -$161K -1,178 -6%
QCM
194
Quantinno Capital Management
New York
$2.39M +$654K +4,773 +36%
GT
195
Glenmede Trust
Pennsylvania
$2.38M -$23.3K -170 -0.9%
IAA
196
Independent Advisor Alliance
North Carolina
$2.37M +$2.22M +16,226 +982%
FTUS
197
Flow Traders U.S.
New York
$2.33M +$2.4M +17,561 New
OPW
198
Oxler Private Wealth
New York
$2.33M -$65.5K -478 -3%
TPCW
199
TD Private Client Wealth
New York
$2.3M -$11.8K -86 -0.5%
DBIA
200
Dumont & Blake Investment Advisors
New Jersey
$2.29M -$78.2K -571 -3%
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