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
AAS
276
Avantax Advisory Services
Texas
$435K -$61.7K -784 -13%
PWW
277
Pettyjohn Wood & White
Virginia
$432K – – –
KP
278
Keel Point
Alabama
$431K – – –
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$431K +$32.1K +408 +8%
IB
280
Intrust Bank
Kansas
$430K -$100K -1,276 -19%
GVAG
281
Great Valley Advisor Group
Delaware
$426K – – –
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$416K -$733K -9,318 -64%
BAAM
283
Baker Avenue Asset Management
California
$414K – – –
BHBT
284
Burke & Herbert Bank & Trust
Virginia
$414K +$9.76K +124 +2%
Brown Advisory
285
Brown Advisory
Maryland
$409K -$197K -2,508 -33%
CCA
286
Cobblestone Capital Advisors
New York
$409K +$33.8K +430 +9%
BRWA
287
B. Riley Wealth Advisors
Florida
$405K -$3.62K -46 -0.9%
HW
288
Hancock Whitney
Mississippi
$391K -$344K -4,374 -47%
KWM
289
Kingsview Wealth Management
Oregon
$374K +$104K +1,326 +40%
OWA
290
Outlook Wealth Advisors
Texas
$374K +$368K +4,680 New
GWA
291
Guidant Wealth Advisors
Illinois
$373K – – –
CRC
292
Curi RMB Capital
Illinois
$369K – – –
APSP
293
Asset Planning Services (Pennsylvania)
Pennsylvania
$368K -$3.15K -40 -0.9%
FNBOO
294
First National Bank of Omaha
Nebraska
$361K -$12.4K -158 -3%
BlackRock
295
BlackRock
New York
$359K -$2.52K -32 -0.7%
MMHP
296
Murphy Middleton Hinkle & Parker
Georgia
$358K -$11K -140 -3%
KIA
297
KCM Investment Advisors
California
$357K – – –
Cerity Partners
298
Cerity Partners
New York
$356K +$351K +4,454 New
AB
299
Atlas Brown
Kentucky
$355K +$3.78K +48 +1%
FLPIM
300
F.L. Putnam Investment Management
Massachusetts
$355K +$349K +4,436 New