We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
326
Boston Family Office
Massachusetts
$773K -$91.2K -767 -11%
HCA
327
Harbour Capital Advisors
Virginia
$768K -$23.8K -200 -3%
EGWAG
328
Elwood & Goetz Wealth Advisory Group
Georgia
$755K +$3.69K +31 +0.5%
TNB
329
Thomasville National Bank
Georgia
$751K +$4.76K +40 +0.7%
WAM
330
Weinberger Asset Management
California
$746K +$2.73K +23 +0.4%
MA
331
MONECO Advisors
Connecticut
$743K +$35.7K +300 +5%
PIA
332
Panoramic Investment Advisors
Colorado
$734K +$706K +5,935 New
RSA
333
River Street Advisors
Illinois
$727K +$111K +931 +19%
UCFA
334
United Capital Financial Advisors
Texas
$721K -$55.4K -466 -7%
IBOK
335
Independence Bank of Kentucky
Kentucky
$720K – – –
HIA
336
Harbor Investment Advisory
Maryland
$720K +$35.5K +299 +5%
PFA
337
Pinnacle Family Advisors
Missouri
$712K -$2.85K -24 -0.4%
MWM
338
Mission Wealth Management
California
$711K +$275K +2,317 +68%
SWM
339
Spire Wealth Management
Virginia
$709K -$44K -370 -6%
IFG
340
Independent Financial Group
California
$688K -$9.75K -82 -1%
IWM
341
IHT Wealth Management
Illinois
$687K +$81.8K +688 +14%
RSWM
342
Robertson Stephens Wealth Management
California
$678K +$414K +3,481 +174%
FCAM
343
First Citizens Asset Management
North Carolina
$677K +$67.2K +565 +12%
BPA
344
Beacon Pointe Advisors
California
$677K -$119K -1,003 -15%
VFIC
345
Valley Forge Investment Consultants
Pennsylvania
$677K +$3.92K +33 +0.6%
WAM
346
WNY Asset Management
New York
$675K -$54.6K -459 -8%
KCM
347
Kanawha Capital Management
Virginia
$670K -$16.8K -141 -3%
GVAG
348
Great Valley Advisor Group
Delaware
$669K +$476 +4 +0.1%
DTC
349
Davidson Trust Company
Washington
$649K +$89.2K +750 +17%
CW
350
CreativeOne Wealth
Kansas
$647K +$623K +5,236 New
12 13
14
15 16