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
PCIA
351
Prime Capital Investment Advisors
Kansas
$639K +$86.3K +839 +18%
AF
352
Apexium Financial
Texas
$638K +$575K +5,591 New
CFD
353
Creative Financial Designs
Indiana
$635K +$5.45K +53 +1%
CWM
354
Cornerstone Wealth Management
Missouri
$635K +$133K +1,289 +30%
RSWM
355
Robertson Stephens Wealth Management
California
$625K -$58.5K -569 -9%
DWM
356
Dakota Wealth Management
Florida
$625K +$617 +6 +0.1%
PCMC
357
Private Capital Management (Colorado)
Colorado
$622K – – –
JFG
358
JMG Financial Group
Illinois
$617K -$111K -1,078 -17%
BFS
359
Bradley Foster & Sargent
Connecticut
$610K +$139K +1,351 +34%
SF
360
Synovus Financial
Georgia
$605K -$30.4K -296 -5%
TWP
361
Total Wealth Planning
Ohio
$604K – – –
SI
362
Saxon Interests
Texas
$600K +$541K +5,265 New
DTC
363
Davidson Trust Company
Washington
$599K -$51K -496 -9%
TSW
364
Thompson Siegel & Walmsley
Virginia
$595K +$362K +3,520 +207%
HIA
365
Harbor Investment Advisory
Maryland
$593K -$77.1K -750 -13%
CA
366
Cambridge Advisors
Nebraska
$591K -$2.26K -22 -0.4%
AL
367
Aspiriant LLC
California
$589K – – –
HP
368
Holistic Planning
Texas
$588K +$531K +5,160 New
WS
369
Wedbush Securities
California
$580K +$20.8K +202 +4%
CA
370
Cetera Advisors
Colorado
$573K +$206 +2 +0%
MBT
371
Montecito Bank & Trust
California
$569K -$18.5K -180 -3%
FCAM
372
First Citizens Asset Management
North Carolina
$565K -$1.03K -10 -0.2%
FI
373
FWG Investments
Kentucky
$560K +$505K +4,915 New
AFTS
374
American Financial & Tax Strategies
New York
$559K +$504K +4,900 New
CPC
375
Cookson Peirce & Co
Pennsylvania
$556K +$24.6K +239 +5%
13 14
15
16 17