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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
451
Evergreen Capital Management
Washington
$367K -$33.6K -295 -8%
RIM
452
Rockbridge Investment Management
New York
$366K – – –
FCFC
453
First Commonwealth Financial Corp
Pennsylvania
$363K – – –
AFA
454
Alpha Financial Advisors
North Carolina
$361K – – –
SYBT
455
Stock Yards Bank & Trust
Kentucky
$361K -$47.4K -416 -12%
HWA
456
Heartwood Wealth Advisors
Virginia
$361K – – –
GFP
457
Gryphon Financial Partners
Ohio
$358K – – –
MBTD
458
Mechanics Bank - Trust Department
California
$356K – – –
DC
459
Davenport & Co
Virginia
$354K -$2.62K -23 -0.7%
CS
460
Capital Square
Tennessee
$354K – – –
SFG
461
Sage Financial Group
Pennsylvania
$352K +$228 +2 +0.1%
IFO
462
Independent Family Office
New York
$352K – – –
QWM
463
Quadcap Wealth Management
Texas
$351K -$4.79K -42 -1%
HW
464
Hancock Whitney
Mississippi
$350K -$78K -684 -18%
EI
465
Ellevest Inc
New York
$347K +$7.64K +67 +2%
CFO
466
Callan Family Office
Pennsylvania
$344K -$24.5K -215 -7%
WC
467
Weil Company
California
$343K -$6.73K -59 -2%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$342K -$14K -123 -4%
MAM
469
MMA Asset Management
Pennsylvania
$333K – – –
KL
470
KWMG LLC
Kansas
$332K -$11.9K -104 -3%
MFA
471
Mayflower Financial Advisors
Massachusetts
$332K – – –
EWA
472
EverSource Wealth Advisors
Alabama
$329K +$2.05K +18 +0.7%
AFG
473
Atomi Financial Group
New York
$325K -$2.4K -21 -0.7%
PWW
474
Pettyjohn Wood & White
Virginia
$323K – – –
SS
475
Sunbelt Securities
Texas
$322K -$494K -4,333 -60%
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19
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