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
SWM
301
Soundmark Wealth Management
Washington
$582K
FCB
302
First Command Bank
Texas
$572K +$405K +4,247 +312%
FCFS
303
First Command Financial Services
Texas
$572K +$405K +4,247 +312%
RMCM
304
Reynders McVeigh Capital Management
Massachusetts
$571K
OWA
305
Outlook Wealth Advisors
Texas
$565K -$9.74K -102 -2%
DBT
306
Dubuque Bank & Trust
Iowa
$563K -$9.55K -100 -2%
MWM
307
Moulton Wealth Management
Washington
$563K +$518K +5,423 New
VFIC
308
Valley Forge Investment Consultants
Pennsylvania
$557K -$59K -618 -10%
SIC
309
Sigma Investment Counselors
Michigan
$553K
EVC
310
Eidelman Virant Capital
Missouri
$548K
SG
311
StoneX Group
New York
$547K +$512K +5,362 New
CA
312
Cambridge Advisors
Nebraska
$545K -$382 -4 -0.1%
Cerity Partners
313
Cerity Partners
New York
$541K +$31.2K +327 +7%
CCA
314
Cobblestone Capital Advisors
New York
$538K -$80.2K -840 -14%
WP
315
WealthSource Partners
California
$538K
W
316
WealthStone
Ohio
$530K -$4.58K -48 -0.9%
TSS
317
Two Sigma Securities
New York
$529K +$495K +5,185 New
EWM
318
EPG Wealth Management
Georgia
$528K -$97.9K -1,026 -17%
B
319
Bailard
California
$524K -$94K -985 -16%
KC
320
Kingfisher Capital
North Carolina
$504K +$859 +9 +0.2%
GVAG
321
Great Valley Advisor Group
Delaware
$500K +$68.1K +713 +17%
RA
322
Rodgers & Associates
Pennsylvania
$494K -$29K -304 -6%
WAM
323
WNY Asset Management
New York
$494K +$463K +4,852 New
CAG
324
Csenge Advisory Group
Florida
$493K +$452K +4,732 New
HW
325
Hancock Whitney
Mississippi
$482K -$23.5K -246 -5%