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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
601
Cary Street Partners Investment Advisory
Virginia
$66.4K – – –
RFA
602
Resurgent Financial Advisors
Georgia
$65.2K +$61.9K +609 New
ACA
603
Aptus Capital Advisors
Alabama
$65.1K +$203 +2 +0.3%
CHC
604
City Holding Co
West Virginia
$63.2K – – –
LFG
605
Larson Financial Group
Missouri
$63.1K +$711 +7 +1%
ANBT
606
American National Bank & Trust
Texas
$62.4K – – –
EWA
607
EverSource Wealth Advisors
Alabama
$59.5K – – –
RP
608
Rice Partnership
Hawaii
$56.6K – – –
RDIA
609
RE Dickinson Investment Advisors
Iowa
$55K – – –
CHA
610
Carmichael Hill & Associates
Maryland
$54.9K +$102 +1 +0.2%
USB
611
Union Savings Bank
Connecticut
$54.8K +$49.8K +490 New
AAG
612
Armstrong Advisory Group
Massachusetts
$54.2K – – –
FMTCOCP
613
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K -$21.3K -210 -30%
PSB
614
Piscataqua Savings Bank
New Hampshire
$50.8K – – –
ASBI
615
American State Bank (Iowa)
Iowa
$48.2K – – –
LFA
616
Level Financial Advisors
New York
$44.6K – – –
SC
617
Steph & Co
Wisconsin
$42.9K -$6.09K -60 -13%
AP
618
Advisors Preferred
Maryland
$41.1K +$38.8K +382 New
FFA
619
Founders Financial Alliance
North Carolina
$39K +$6.71K +66 +22%
MFG
620
Mendota Financial Group
Wisconsin
$38.6K – – –
WBC
621
West Branch Capital
Massachusetts
$38.5K +$36.5K +359 New
CT
622
Clearstead Trust
Maine
$36.5K – – –
OFG
623
Oxford Financial Group
Indiana
$34.8K – – –
EWP
624
Elevation Wealth Partners
California
$32.6K – – –
OC
625
Oakworth Capital
Alabama
$32.1K -$3.56K -35 -10%
23 24
25
26 27