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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Steph & Co
Wisconsin
$47.3K – – –
ASBI
627
American State Bank (Iowa)
Iowa
$46.2K – – –
LFA
628
Level Financial Advisors
New York
$42.8K – – –
ZB
629
Zions Bancorporation
Utah
$41.1K – – –
MFG
630
Mendota Financial Group
Wisconsin
$39.5K – – –
CA
631
Crewe Advisors
Utah
$39.1K – – –
CT
632
Clearstead Trust
Maine
$36.2K +$24.4K +228 +184%
OC
633
Oakworth Capital
Alabama
$34.4K -$3.21K -30 -8%
OFG
634
Oxford Financial Group
Indiana
$33.4K – – –
EWP
635
Elevation Wealth Partners
California
$31.2K +$32.5K +304 New
PGAM
636
Princeton Global Asset Management
New Jersey
$30.8K – – –
FFA
637
Founders Financial Alliance
North Carolina
$30.4K – – –
CTA
638
Colonial Trust Advisors
South Carolina
$29.7K – – –
BWM
639
BerganKDV Wealth Management
Minnesota
$28.5K – – –
TAIM
640
TD Ameritrade Investment Management
Nebraska
$28K -$12.7K -119 -30%
CBT
641
Central Bank & Trust
Kentucky
$27.7K +$28.9K +270 New
FP
642
Financial Perspectives
Minnesota
$26.9K – – –
PA
643
PSI Advisors
Florida
$26.6K +$10.5K +98 +61%
FCMT
644
Founders Capital Management (Texas)
Texas
$24K – – –
NHT
645
New Hampshire Trust
New Hampshire
$23.4K +$24.4K +228 New
PCFFS
646
Pacific Center for Financial Services
California
$22.6K +$23.5K +220 New
NSIM
647
North Star Investment Management
Illinois
$22.3K – – –
PCM
648
Perritt Capital Management
Illinois
$20.6K -$17K -159 -44%
OCM
649
Orion Capital Management
California
$20.6K – – –
FPB
650
First PREMIER Bank
South Dakota
$20K +$20.5K +192 New
24 25
26
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