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iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
726
Main Street Group
Virginia
$141K -$18.8K -133 -12%
MP
727
McDonald Partners
Ohio
$138K +$132K +932 New
FRA
728
Front Row Advisors
California
$138K – – –
CT
729
Clearstead Trust
Maine
$136K – – –
HIW
730
Holos Integrated Wealth
Pennsylvania
$134K – – –
SAM
731
S.A. Mason
Michigan
$130K – – –
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K -$110K -780 -47%
HNW
733
High Note Wealth
Minnesota
$126K – – –
KTC
734
Kentucky Trust Company
Kentucky
$126K – – –
MWM
735
Mascoma Wealth Management
New Hampshire
$122K -$6.79K -48 -5%
CHC
736
City Holding Co
West Virginia
$122K – – –
UCB
737
United Community Bank
South Carolina
$121K -$52.8K -373 -31%
MWA
738
Medallion Wealth Advisors
Connecticut
$120K – – –
DFA
739
DHJJ Financial Advisors
Illinois
$118K – – –
BFPW
740
BOK Financial Private Wealth
Colorado
$117K – – –
AIM
741
Acropolis Investment Management
Missouri
$116K -$62.5K -442 -36%
WP
742
WealthShield Partners
North Carolina
$115K -$1.08M -7,647 -91%
WA
743
Walsh & Associates
Florida
$115K -$3.54K -25 -3%
AFG
744
Albion Financial Group
Utah
$114K – – –
PIS
745
POM Investment Strategies
North Carolina
$113K +$4.81K +34 +5%
RP
746
Rice Partnership
Hawaii
$113K -$5.94K -42 -5%
MEG
747
Millstone Evans Group
Colorado
$111K – – –
TAM
748
Townsend Asset Management
North Carolina
$107K – – –
NB
749
NBT Bank
New York
$101K +$4.24K +30 +5%
MIA
750
Milestone Investment Advisors
Wisconsin
$98.8K – – –
28 29
30
31 32