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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
201
Private Capital Group
Connecticut
$955K -$6.43K -82 -0.7%
RIM
202
Rockbridge Investment Management
New York
$945K – – –
BWA
203
BDO Wealth Advisors
Florida
$929K -$114K -1,459 -12%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$923K -$113K -1,439 -12%
EDRIA
205
Edmonds Duncan Registered Investment Advisors
Kansas
$920K -$17.8K -227 -2%
PPA
206
Parametric Portfolio Associates
Washington
$911K +$12.6K +160 +2%
BAM
207
Belpointe Asset Management
Nevada
$905K +$298K +3,797 +57%
ASN
208
Advisory Services Network
Georgia
$884K -$97.6K -1,244 -11%
PO
209
Private Ocean
California
$870K -$51.8K -660 -6%
DIA
210
Dana Investment Advisors
Wisconsin
$864K +$786K +10,013 New
JG
211
Jefferies Group
New York
$863K -$1.18M -15,000 -60%
CGA
212
Crescent Grove Advisors
Illinois
$862K -$23.1K -295 -3%
SWPG
213
Strategic Wealth Partners Group
Illinois
$853K +$392 +5 +0.1%
AIP
214
Ameritas Investment Partners
Nebraska
$844K -$2.05M -26,195 -73%
APP
215
Avantax Planning Partners
Iowa
$834K -$313K -3,996 -29%
OPW
216
Oxler Private Wealth
New York
$800K +$757K +9,644 New
OIA
217
OneDigital Investment Advisors
Kansas
$789K +$1.88K +24 +0.3%
TCWA
218
Ten Capital Wealth Advisors
Washington
$782K – – –
AHC
219
Anderson Hoagland & Co
Missouri
$774K +$703K +8,966 New
HNB
220
Huntington National Bank
Ohio
$762K – – –
HA
221
Harborview Advisors
Maine
$757K -$33.3K -424 -5%
CCM
222
Coldstream Capital Management
Washington
$753K – – –
APA
223
American Portfolios Advisors
New York
$734K -$636K -8,111 -49%
CBN
224
Cadence Bank NA
Texas
$717K -$3.14K -40 -0.5%
MA
225
MONECO Advisors
Connecticut
$697K -$5.33K -68 -0.9%
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9
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