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
CreativeOne Wealth
351
CreativeOne Wealth
Kansas
$411K +$385K +4,033 New
Loring Wolcott & Coolidge Fiduciary Advisors
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K -$178K -1,862 -32%
IAA
353
Ironsides Asset Advisors
North Carolina
$408K – – –
WFM
354
Wolff Financial Management
Michigan
$408K – – –
WCM
355
Wealthcare Capital Management
Virginia
$408K +$49.7K +521 +15%
MAFM
356
Mid Atlantic Financial Management
Pennsylvania
$402K -$4.58K -48 -1%
GWA
357
GGM Wealth Advisors
Maryland
$398K – – –
TW
358
Transform Wealth
Colorado
$395K -$17.4K -182 -4%
Franklin Resources
359
Franklin Resources
California
$395K – – –
TNB
360
Thomasville National Bank
Georgia
$394K -$342K -3,580 -50%
Capital Investment Advisors
361
Capital Investment Advisors
Georgia
$391K +$8.4K +88 +2%
FFWA
362
FRG Family Wealth Advisors
Washington
$389K – – –
WesBanco Bank
363
WesBanco Bank
West Virginia
$385K +$361K +3,777 New
HCIA
364
Hochman Cole Investment Advisors
Illinois
$383K – – –
First National Bank of Omaha
365
First National Bank of Omaha
Nebraska
$377K -$1.72K -18 -0.5%
Oppenheimer & Co
366
Oppenheimer & Co
New York
$375K +$351K +3,676 New
BA
367
Bellwether Advisors
Nebraska
$372K -$6.4K -67 -2%
WC
368
Weil Company
California
$367K – – –
MP
369
McDonald Partners
Ohio
$360K – – –
SWM
370
SeaCrest Wealth Management
New York
$360K +$337K +3,530 New
FNBOSM
371
First National Bank of South Miami
Florida
$359K -$28.4K -297 -8%
PWW
372
Pettyjohn Wood & White
Virginia
$359K – – –
TCOV
373
Trust Company of Vermont
Vermont
$356K – – –
FCFC
374
First Commonwealth Financial Corp
Pennsylvania
$353K – – –
HR
375
Hardy Reed
Mississippi
$353K – – –