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
PCMC
301
Private Capital Management (Colorado)
Colorado
$599K – – –
SWM
302
Soundmark Wealth Management
Washington
$582K – – –
FCB
303
First Command Bank
Texas
$572K +$405K +4,247 +312%
FCFS
304
First Command Financial Services
Texas
$572K +$405K +4,247 +312%
RMCM
305
Reynders McVeigh Capital Management
Massachusetts
$571K – – –
OWA
306
Outlook Wealth Advisors
Texas
$565K -$9.74K -102 -2%
DBT
307
Dubuque Bank & Trust
Iowa
$563K -$9.55K -100 -2%
MWM
308
Moulton Wealth Management
Washington
$563K +$518K +5,423 New
VFIC
309
Valley Forge Investment Consultants
Pennsylvania
$557K -$59K -618 -10%
SIC
310
Sigma Investment Counselors
Michigan
$553K – – –
EVC
311
Eidelman Virant Capital
Missouri
$548K – – –
SG
312
StoneX Group
New York
$547K +$512K +5,362 New
CA
313
Cambridge Advisors
Nebraska
$545K -$382 -4 -0.1%
Cerity Partners
314
Cerity Partners
New York
$541K +$31.2K +327 +7%
CCA
315
Cobblestone Capital Advisors
New York
$538K -$80.2K -840 -14%
WP
316
WealthSource Partners
California
$538K – – –
W
317
WealthStone
Ohio
$530K -$4.58K -48 -0.9%
TSS
318
Two Sigma Securities
New York
$529K +$495K +5,185 New
EWM
319
EPG Wealth Management
Georgia
$528K -$97.9K -1,026 -17%
Bailard
320
Bailard
California
$524K -$94K -985 -16%
KC
321
Kingfisher Capital
North Carolina
$504K +$859 +9 +0.2%
Great Valley Advisor Group
322
Great Valley Advisor Group
Delaware
$500K +$68.1K +713 +17%
RA
323
Rodgers & Associates
Pennsylvania
$494K -$29K -304 -6%
WAM
324
WNY Asset Management
New York
$494K +$463K +4,852 New
Csenge Advisory Group
325
Csenge Advisory Group
Florida
$493K +$452K +4,732 New