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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
Concord Wealth Partners
Virginia
$129K +$471 +4 +0.4%
MFC
677
Mechanics Financial Corp
Ohio
$125K -$10.6K -90 -8%
KTC
678
Kentucky Trust Company
Kentucky
$124K – – –
CT
679
Clearstead Trust
Maine
$114K – – –
HIW
680
Holos Integrated Wealth
Pennsylvania
$114K – – –
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K – – –
FRA
682
Front Row Advisors
California
$113K – – –
CIA
683
Choate Investment Advisors
Massachusetts
$111K +$106K +900 New
SAM
684
S.A. Mason
Michigan
$109K – – –
MWM
685
Mascoma Wealth Management
New Hampshire
$108K -$25.9K -220 -20%
HNW
686
High Note Wealth
Minnesota
$105K – – –
MWA
687
Medallion Wealth Advisors
Connecticut
$102K +$26.9K +229 +39%
DFA
688
DHJJ Financial Advisors
Illinois
$98.6K – – –
GBT
689
Grove Bank & Trust
Florida
$97.8K -$60.5K -514 -39%
RIL
690
Rothschild Investment LLC
Illinois
$96.4K -$18.8K -160 -17%
AFG
691
Albion Financial Group
Utah
$95.8K – – –
MEG
692
Millstone Evans Group
Colorado
$93.1K – – –
SWP
693
SIMA Wealth Partners
Virginia
$92.1K – – –
TAM
694
Townsend Asset Management
North Carolina
$89.6K – – –
CHC
695
City Holding Co
West Virginia
$85.3K – – –
CIAS
696
Capital Investment Advisory Services
North Carolina
$82.7K – – –
MIA
697
Milestone Investment Advisors
Wisconsin
$82.6K – – –
WPWM
698
Western Pacific Wealth Management
Illinois
$82.6K – – –
CFFP
699
Center for Financial Planning
Michigan
$81.6K – – –
NB
700
NBT Bank
New York
$80.9K – – –
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