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
301
Ameritas Advisory Services
Nebraska
$646K -$204 -2 -0%
OIA
302
OneDigital Investment Advisors
Kansas
$644K -$153K -1,498 -18%
PCMC
303
Private Capital Management (Colorado)
Colorado
$644K
TF
304
TIAA FSB
Florida
$634K +$684K +6,711 New
MIC
305
Meridian Investment Counsel
California
$628K
MIA
306
MainStreet Investment Advisors
Illinois
$622K
HA
307
HYA Advisors
Missouri
$619K -$8.06K -79 -1%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$619K +$28.8K +282 +4%
CWM
309
Cornerstone Wealth Management
Missouri
$619K +$84.1K +825 +14%
GTAM
310
Global Trust Asset Management
Florida
$617K
Franklin Resources
311
Franklin Resources
California
$610K +$918 +9 +0.1%
CPO
312
Cerity Partners OCIO
New York
$606K -$26.1K -256 -4%
HCA
313
Harbour Capital Advisors
Virginia
$605K
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$600K
CBN
315
Cadence Bank NA
Texas
$593K
TWP
316
Total Wealth Planning
Ohio
$589K +$16.9K +166 +3%
MF
317
Meridian Financial
Massachusetts
$589K +$714 +7 +0.1%
CFG
318
Citizens Financial Group
Rhode Island
$581K +$2.04K +20 +0.3%
EGWAG
319
Elwood & Goetz Wealth Advisory Group
Georgia
$576K
AC
320
AWM Capital
Arizona
$575K
SF
321
Synovus Financial
Georgia
$574K +$16.2K +159 +3%
EWA
322
ERTS Wealth Advisors
Michigan
$574K +$620K +6,078 New
FHC
323
First Heartland Consultants
Missouri
$570K -$1.84M -18,000 -75%
MBT
324
Montecito Bank & Trust
California
$566K
DBT
325
Dubuque Bank & Trust
Iowa
$564K