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
BWCS
251
Beirne Wealth Consulting Services
Connecticut
$1.26M -$342K -3,169 -22%
FPGK
252
Financial Partners Group (Kansas)
Kansas
$1.21M -$78.6K -728 -6%
EDRIA
253
Edmonds Duncan Registered Investment Advisors
Kansas
$1.19M +$84K +778 +8%
PO
254
Private Ocean
California
$1.18M -$10.7K -99 -0.9%
WP
255
WealthShield Partners
North Carolina
$1.18M +$1.16M +10,725 New
CPA
256
Cardiff Park Advisors
California
$1.16M +$1.29K +12 +0.1%
BAM
257
Belpointe Asset Management
Nevada
$1.12M -$2.17M -20,065 -66%
AHC
258
Anderson Hoagland & Co
Missouri
$1.11M
AL
259
ACAS LLC
California
$1.1M -$24.5K -227 -2%
PCG
260
Private Capital Group
Connecticut
$1.09M
IA
261
IFP Advisors
Florida
$1.09M -$5.46M -50,619 -86%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$1.09M -$196K -1,820 -15%
KIC
263
Kensington Investment Counsel
California
$1.08M -$112K -1,036 -10%
BWA
264
BDO Wealth Advisors
Florida
$1.07M -$30.1K -279 -3%
FWP
265
FAS Wealth Partners
Kansas
$1.05M -$15.8K -146 -2%
SFG
266
Sather Financial Group
Texas
$1.03M
5L
267
55I LLC
Massachusetts
$1.03M +$737K +6,828 +264%
LFAS
268
Level Four Advisory Services
Texas
$1.02M +$1M +9,306 New
SC
269
Sierra Capital
Florida
$1.02M +$1M +9,272 New
AIP
270
Ameritas Investment Partners
Nebraska
$1.02M -$15.6K -145 -2%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$1M -$33.5K -310 -3%
KM
272
Kalos Management
Georgia
$998K -$1.63M -15,123 -61%
Citigroup
273
Citigroup
New York
$998K +$35.4K +328 +4%
IWN
274
Independent Wealth Network
Iowa
$992K +$977K +9,049 New
SC
275
Savant Capital
Illinois
$984K -$39.9K -370 -4%