We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
251
BOK Financial Private Wealth
Colorado
$218K +$217K +3,278 New
KA
252
Klingman & Associates
New York
$215K – – –
ATC
253
Argent Trust Co
Tennessee
$213K -$32.2K -488 -13%
Comerica Bank
254
Comerica Bank
Texas
$212K +$211K +3,198 New
VKH
255
Virtu KCG Holdings
New York
$206K -$515K -7,800 -72%
SFWA
256
Summit Financial Wealth Advisors
Louisiana
$202K +$201K +3,044 New
HH
257
Hilltop Holdings
Texas
$201K +$200K +3,022 New
TAIM
258
TD Ameritrade Investment Management
Nebraska
$197K +$38.7K +586 +25%
LYV
259
Live Your Vision
Pennsylvania
$193K +$191K +2,896 New
HNB
260
Huntington National Bank
Ohio
$191K – – –
EWM
261
Endurance Wealth Management
Rhode Island
$183K – – –
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$181K – – –
GWS
263
Glassman Wealth Services
Virginia
$164K +$163K +2,470 New
VNA
264
Valley National Advisers
Pennsylvania
$159K – – –
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$158K +$157K +2,378 New
CG
266
Cutler Group
California
$147K -$279K -4,218 -66%
MWP
267
MYCIO Wealth Partners
Pennsylvania
$137K – – –
FIB
268
First Interstate Bank
Montana
$117K – – –
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$115K – – –
ST
270
Smithfield Trust
Pennsylvania
$114K – – –
CWM
271
Concert Wealth Management
California
$114K +$113K +1,708 New
PG
272
Patten Group
Tennessee
$111K – – –
CFG
273
Citizens Financial Group
Rhode Island
$104K -$9.91K -150 -9%
MCM
274
MV Capital Management
Maryland
$101K -$588K -8,896 -85%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$101K -$5.55K -84 -5%