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
SW
401
SVB Wealth
Massachusetts
$219K – – –
PSF
402
Pacific Sun Financial
California
$219K +$210K +2,560 New
NCM
403
Narwhal Capital Management
Georgia
$218K – – –
BPA
404
Beacon Pointe Advisors
California
$218K +$208K +2,534 New
CIA
405
Choate Investment Advisors
Massachusetts
$212K +$204K +2,480 New
PL
406
Plancorp LLC
Missouri
$211K +$203K +2,474 New
SWM
407
SeaCrest Wealth Management
New York
$208K +$201K +2,440 New
RFWA
408
RPg Family Wealth Advisory
Massachusetts
$206K -$4.44K -54 -2%
CFA
409
Carroll Financial Associates
North Carolina
$206K +$43.2K +526 +28%
PGFC
410
Peapack-Gladstone Financial Corp
New Jersey
$205K +$197K +2,398 New
HIMC
411
Heritage Investors Management Corp
Maryland
$203K +$196K +2,380 New
PFBT
412
Parkside Financial Bank & Trust
Missouri
$201K – – –
VNA
413
Valley National Advisers
Pennsylvania
$200K +$1.48K +18 +0.8%
MWP
414
MYCIO Wealth Partners
Pennsylvania
$194K +$1.81K +22 +1%
BCA
415
Berman Capital Advisors
Georgia
$187K +$329 +4 +0.2%
LB
416
Legacy Bridge
Iowa
$185K – – –
SIS
417
SVB Investment Services
Utah
$179K +$173K +2,100 New
GCM
418
Gables Capital Management
Florida
$171K – – –
OPS
419
Orion Portfolio Solutions
Nebraska
$170K +$164K +1,994 New
JFA
420
Johanson Financial Advisors
California
$168K +$162K +1,976 New
CG
421
Cutler Group
California
$159K +$153K +1,866 New
TWA
422
TCI Wealth Advisors
Arizona
$157K +$82.2K +1,000 +118%
CDIA
423
Capital Directions Investment Advisors
Georgia
$156K +$36.3K +442 +32%
FRA
424
Front Row Advisors
California
$152K – – –
EI
425
Ellevest Inc
New York
$151K – – –
15 16
17
18 19