We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
226
Pacific Financial Group
Washington
$830K -$17.4K -212 -2%
PFS
227
Prospera Financial Services
Texas
$814K +$10.5K +128 +1%
BHWM
228
Bar Harbor Wealth Management
New Hampshire
$812K -$67.7K -824 -8%
HA
229
Harborview Advisors
Maine
$811K -$5.59K -68 -0.7%
SF
230
Synovus Financial
Georgia
$808K -$60.6K -738 -7%
LWAC
231
Laurel Wealth Advisors (California)
California
$788K +$59.8K +728 +9%
BWA
232
BDO Wealth Advisors
Florida
$757K -$50.1K -610 -6%
BFA
233
Bragg Financial Advisors
North Carolina
$753K -$32.5K -396 -4%
PAS
234
Park Avenue Securities
New York
$750K +$259K +3,146 +56%
CCM
235
Coldstream Capital Management
Washington
$745K – – –
TSW
236
Thompson Siegel & Walmsley
Virginia
$742K +$533K +6,486 +294%
CBN
237
Cadence Bank NA
Texas
$738K -$18.7K -228 -3%
KFA
238
Kays Financial Advisory
Georgia
$738K +$118K +1,440 +20%
HFRG
239
Houlihan Financial Resource Group
Virginia
$729K +$702K +8,538 New
AAS
240
Avantax Advisory Services
Texas
$718K +$248K +3,014 +56%
SC
241
SouthState Corp
Florida
$701K -$14.8K -180 -2%
MPW
242
MA Private Wealth
California
$699K -$523K -6,366 -44%
MAFM
243
Mid Atlantic Financial Management
Pennsylvania
$691K +$125K +1,520 +23%
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$689K -$34.8K -424 -5%
SBH
245
Segall Bryant & Hamill
Illinois
$688K – – –
DI
246
Disciplined Investments
Oklahoma
$686K +$660K +8,034 New
AC
247
Alexandria Capital
Virginia
$685K +$329 +4 +0%
MA
248
MONECO Advisors
Connecticut
$685K +$822 +10 +0.1%
BWA
249
Beam Wealth Advisors
Louisiana
$685K +$659K +8,024 New
CPO
250
Cerity Partners OCIO
New York
$683K +$27.4K +334 +4%
8 9
10
11 12