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
WS
351
Wedbush Securities
California
$493K -$3.85K -36 -0.7%
AC
352
AWM Capital
Arizona
$487K -$86.8K -812 -14%
LPAM
353
Lodestar Private Asset Management
California
$485K -$2.14K -20 -0.4%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$481K +$6.52K +61 +1%
PCIA
355
Prime Capital Investment Advisors
Kansas
$481K +$962 +9 +0.2%
FLPIM
356
F.L. Putnam Investment Management
Massachusetts
$479K -$59.4K -556 -10%
BFA
357
Beaumont Financial Advisors
Massachusetts
$476K
RIM
358
Rockbridge Investment Management
New York
$474K
GL
359
Graypoint LLC
New York
$471K
PIA
360
Panoramic Investment Advisors
Colorado
$470K +$498K +4,660 New
CCA
361
Cobblestone Capital Advisors
New York
$470K -$5.34K -50 -1%
CPC
362
Cookson Peirce & Co
Pennsylvania
$468K -$4.28K -40 -0.9%
MWM
363
Meridian Wealth Management
Kentucky
$466K +$133K +1,247 +37%
GRP
364
Global Retirement Partners
California
$465K -$480K -4,491 -49%
FCP
365
Fidelis Capital Partners
Florida
$464K -$35.8K -335 -7%
HW
366
Hancock Whitney
Mississippi
$464K -$303K -2,839 -38%
CSIC
367
Clifford Swan Investment Counsel
California
$463K
BAM
368
Belpointe Asset Management
Nevada
$462K -$1.58M -14,750 -76%
B
369
Bailard
California
$455K
SBWIC
370
Schaper Benz & Wise Investment Counsel
Wisconsin
$454K
BRWA
371
B. Riley Wealth Advisors
Florida
$453K
SIC
372
Sigma Investment Counselors
Michigan
$449K
IA
373
IFG Advisory
Georgia
$447K +$474K +4,432 New
SYBT
374
Stock Yards Bank & Trust
Kentucky
$447K +$19K +178 +4%
KPWS
375
Kestra Private Wealth Services
Texas
$447K +$226K +2,114 +91%