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
TW
251
Transform Wealth
Colorado
$392K +$370K +5,902 New
FPGK
252
Financial Partners Group (Kansas)
Kansas
$385K -$55.8K -890 -13%
BRWA
253
B. Riley Wealth Advisors
Florida
$384K -$125 -2 -0%
Avantax Advisory Services
254
Avantax Advisory Services
Texas
$377K -$50.8K -810 -13%
Cetera Advisors
255
Cetera Advisors
Colorado
$372K -$15.2K -242 -4%
Buckingham Strategic Wealth
256
Buckingham Strategic Wealth
Missouri
$361K -$76.8K -1,224 -18%
DBRC
257
D.B. Root & Company
Pennsylvania
$359K -$3.64K -58 -1%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$356K -$27.6K -440 -8%
AMG National Trust Bank
259
AMG National Trust Bank
Colorado
$356K +$336K +5,350 New
CA
260
Cambridge Advisors
Nebraska
$355K -$117K -1,870 -26%
KCM
261
Kanawha Capital Management
Virginia
$353K -$18.8K -300 -5%
BHWM
262
Bar Harbor Wealth Management
New Hampshire
$351K -$164K -2,614 -33%
DBT
263
Dubuque Bank & Trust
Iowa
$346K – – –
BHBT
264
Burke & Herbert Bank & Trust
Virginia
$345K -$251 -4 -0.1%
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$345K – – –
MWM
266
Mattern Wealth Management
Kansas
$343K -$346K -5,510 -52%
SW
267
SkyOak Wealth
Michigan
$343K -$1.5K -24 -0.5%
W
268
WealthStone
Ohio
$342K – – –
A
269
AdvicePeriod
California
$337K -$279K -4,444 -47%
FNBOSM
270
First National Bank of South Miami
Florida
$336K -$390K -6,210 -55%
DI
271
Disciplined Investments
Oklahoma
$330K -$238K -3,794 -43%
KC
272
Kingfisher Capital
North Carolina
$329K -$2.38K -38 -0.8%
PWP
273
Personal Wealth Partners
Minnesota
$327K -$140K -2,232 -31%
Cerity Partners
274
Cerity Partners
New York
$326K -$3.39K -54 -1%
SouthState Corp
275
SouthState Corp
Florida
$320K -$85.3K -1,360 -22%