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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
201
Edmonds Duncan Registered Investment Advisors
Kansas
$670K -$878 -14 -0.1%
NL
202
NWAM LLC
Washington
$657K +$620K +9,886 New
9WM
203
9258 Wealth Management
Ohio
$650K -$16.2K -258 -3%
HNB
204
Huntington National Bank
Ohio
$607K – – –
CG
205
Colony Group
Massachusetts
$593K -$18.1K -288 -3%
OIA
206
OneDigital Investment Advisors
Kansas
$591K +$286K +4,566 +105%
CCM
207
Coldstream Capital Management
Washington
$580K – – –
SC
208
Savant Capital
Illinois
$570K -$60K -956 -10%
FWP
209
FAS Wealth Partners
Kansas
$569K +$205K +3,272 +62%
LWAC
210
Laurel Wealth Advisors (California)
California
$564K -$125 -2 -0%
CBN
211
Cadence Bank NA
Texas
$559K -$2.51K -40 -0.5%
PFS
212
Prospera Financial Services
Texas
$554K -$33.9K -540 -6%
EWM
213
EPG Wealth Management
Georgia
$551K -$774K -12,346 -60%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$548K -$110K -1,752 -18%
PPW
215
Parcion Private Wealth
Washington
$546K – – –
TIM
216
Thompson Investment Management
Wisconsin
$536K +$1.5K +24 +0.3%
APA
217
American Portfolios Advisors
New York
$535K +$36.6K +584 +8%
PFG
218
Pacific Financial Group
Washington
$529K – – –
AA
219
Advisory Alpha
Michigan
$526K -$112K -1,778 -20%
MWM
220
Mission Wealth Management
California
$518K – – –
MA
221
MONECO Advisors
Connecticut
$516K +$1.76K +28 +0.4%
AC
222
Alexandria Capital
Virginia
$506K -$26.1K -416 -5%
TWP
223
Total Wealth Planning
Ohio
$477K -$12.8K -204 -3%
TNB
224
Thomasville National Bank
Georgia
$476K -$502 -8 -0.1%
RMCM
225
Reynders McVeigh Capital Management
Massachusetts
$473K +$1.38K +22 +0.3%
7 8
9
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