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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
701
Prosperity Bancshares
Texas
$134K +$133K +1,022 New
MFC
702
Mechanics Financial Corp
Ohio
$133K – – –
CTC
703
Central Trust Company
Missouri
$123K +$16.9K +130 +16%
HIW
704
Holos Integrated Wealth
Pennsylvania
$122K – – –
CT
705
Clearstead Trust
Maine
$121K – – –
FRA
706
Front Row Advisors
California
$120K – – –
FHA
707
Flagship Harbor Advisors
Massachusetts
$118K +$117K +895 New
SAM
708
S.A. Mason
Michigan
$116K – – –
MWM
709
Mascoma Wealth Management
New Hampshire
$115K – – –
HNW
710
High Note Wealth
Minnesota
$112K – – –
KTC
711
Kentucky Trust Company
Kentucky
$112K -$19.5K -150 -15%
CHC
712
City Holding Co
West Virginia
$111K +$21.5K +165 +24%
MWA
713
Medallion Wealth Advisors
Connecticut
$107K – – –
RP
714
Rice Partnership
Hawaii
$106K – – –
WA
715
Walsh & Associates
Florida
$106K +$105K +803 New
DFA
716
DHJJ Financial Advisors
Illinois
$105K – – –
SAM
717
Smartleaf Asset Management
Massachusetts
$104K +$21.1K +162 +26%
RIL
718
Rothschild Investment LLC
Illinois
$103K – – –
EW
719
Elyxium Wealth
California
$102K +$101K +777 New
AFG
720
Albion Financial Group
Utah
$102K – – –
MEG
721
Millstone Evans Group
Colorado
$99.1K – – –
TAM
722
Townsend Asset Management
North Carolina
$95.4K – – –
SWP
723
SIMA Wealth Partners
Virginia
$91.5K – – –
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91.1K +$40K +307 +80%
OFG
725
Oxford Financial Group
Indiana
$90K +$35.8K +275 +67%
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