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
PA
401
PSI Advisors
Florida
$303K
TAIM
402
TD Ameritrade Investment Management
Nebraska
$303K
GSAM
403
Grant Street Asset Management
Pennsylvania
$300K +$140K +1,471 +100%
V
404
Veritable
Delaware
$292K +$22.7K +238 +9%
KCM
405
Kanawha Capital Management
Virginia
$288K -$296K -3,097 -52%
NFG
406
Next Financial Group
Texas
$284K -$27.9K -292 -9%
ZF
407
Zhang Financial
Michigan
$284K
PCA
408
Personal Capital Advisors
California
$282K +$28.2K +295 +12%
M
409
MOTCO
Texas
$280K
PWP
410
Personal Wealth Partners
Minnesota
$276K -$105K -1,099 -29%
HH
411
Hilltop Holdings
Texas
$276K
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$274K -$10.4K -109 -4%
DC
413
Davenport & Co
Virginia
$273K +$255K +2,674 New
AMG
414
Advisors Management Group
Wisconsin
$272K
FNBTCON
415
First National Bank & Trust Co of Newtown
Pennsylvania
$270K -$25.3K -265 -9%
AllianceBernstein
416
AllianceBernstein
Tennessee
$269K +$252K +2,640 New
AP
417
Appleton Partners
Massachusetts
$267K
BF
418
Blankinship & Foster
California
$265K
PWM
419
PBMares Wealth Management
Virginia
$264K
AF
420
Alerus Financial
North Dakota
$263K
IFG
421
Independent Financial Group
California
$263K +$246K +2,577 New
FP
422
Financial Perspectives
Minnesota
$262K +$2.52M +26,444 +10,093%
FM
423
Foster & Motley
Ohio
$258K
NCM
424
Narwhal Capital Management
Georgia
$255K
RMDI
425
R.M. Davis Inc
Maine
$253K -$53.5K -560 -18%