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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
651
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K +$45.6K +443 +482%
RDIA
652
RE Dickinson Investment Advisors
Iowa
$59K – – –
PWA
653
Provenance Wealth Advisors
Florida
$58.8K – – –
AAG
654
Armstrong Advisory Group
Massachusetts
$57.7K – – –
BFS
655
Burkett Financial Services
South Carolina
$56K +$50.5K +491 New
USB
656
Union Savings Bank
Connecticut
$55.9K – – –
PSB
657
Piscataqua Savings Bank
New Hampshire
$54.1K – – –
AWM
658
Abound Wealth Management
Tennessee
$53.4K -$15.7K -153 -25%
CT
659
Cambridge Trust
Massachusetts
$53K -$44.4K -432 -48%
T
660
Tidemark
California
$52.7K +$47.5K +462 New
LFA
661
Level Financial Advisors
New York
$47.4K – – –
FFA
662
Farther Finance Advisors
California
$45.9K +$411 +4 +1%
TCG
663
Transcendent Capital Group
Oklahoma
$45.7K +$41.2K +401 New
AP
664
Advisors Preferred
Maryland
$43.9K -$1.13K -11 -3%
SWC
665
Spectrum Wealth Counsel
Indiana
$42.7K +$38.5K +374 New
WBC
666
West Branch Capital
Massachusetts
$41.4K +$411 +4 +1%
MFG
667
Mendota Financial Group
Wisconsin
$41.1K – – –
ASBI
668
American State Bank (Iowa)
Iowa
$39.9K -$10.3K -100 -22%
SAM
669
Smartleaf Asset Management
Massachusetts
$34.4K +$42.8K +416 New
PGAM
670
Princeton Global Asset Management
New Jersey
$34.2K – – –
FFA
671
Founders Financial Alliance
North Carolina
$34K – – –
OFG
672
Oxford Financial Group
Indiana
$33.6K – – –
CJ
673
Caitlin John
Michigan
$33.6K +$30.3K +295 New
ZB
674
Zions Bancorporation
Utah
$33.1K – – –
CTA
675
Colonial Trust Advisors
South Carolina
$33K – – –
25 26
27
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