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
SDWMA
301
Schneider Downs Wealth Management Advisors
Pennsylvania
$1M – – –
Ameritas Investment Partners
302
Ameritas Investment Partners
Nebraska
$994K -$1.28K -10 -0.1%
WP
303
WealthShield Partners
North Carolina
$992K -$23K -180 -2%
AGP
304
Aspire Growth Partners
Florida
$986K +$20.4K +159 +2%
Quantinno Capital Management
305
Quantinno Capital Management
New York
$982K +$258K +2,014 +36%
SCS Capital Management
306
SCS Capital Management
Massachusetts
$979K +$3.46K +27 +0.4%
Atomi Financial Group
307
Atomi Financial Group
New York
$958K -$2.56K -20 -0.3%
MassMutual Private Wealth & Trust
308
MassMutual Private Wealth & Trust
Connecticut
$953K -$10.9K -85 -1%
Savant Capital
309
Savant Capital
Illinois
$952K +$13.6K +106 +1%
AEPWM
310
Atlantic Edge Private Wealth Management
Florida
$946K – – –
GSWM
311
Greenup Street Wealth Management
Michigan
$944K -$16.8M -130,831 -95%
JMG Financial Group
312
JMG Financial Group
Illinois
$936K +$95.4K +745 +12%
RB
313
Renasant Bank
Mississippi
$933K -$62.6K -489 -6%
MAM
314
Mystic Asset Management
Rhode Island
$908K – – –
NCM
315
Narwhal Capital Management
Georgia
$898K – – –
DTC
316
Davidson Trust Company
Washington
$895K +$74.7K +583 +9%
Brighton Jones LLC
317
Brighton Jones LLC
Washington
$871K +$214K +1,673 +33%
MGIA
318
Matthew Goff Investment Advisor
Texas
$863K – – –
MIC
319
Meridian Investment Counsel
California
$862K – – –
Global Retirement Partners
320
Global Retirement Partners
California
$862K +$256 +2 +0%
MF
321
Meridian Financial
Massachusetts
$861K -$47.9K -374 -5%
Vanguard Group
322
Vanguard Group
Pennsylvania
$859K +$2.43K +19 +0.3%
MIA
323
MainStreet Investment Advisors
Illinois
$855K -$5.76K -45 -0.7%
Venture Visionary Partners
324
Venture Visionary Partners
Ohio
$853K -$118K -920 -12%
GAM
325
Griffin Asset Management
New York
$845K -$53K -414 -6%