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
PWM
426
PBMares Wealth Management
Virginia
$267K – – –
AF
427
Alerus Financial
North Dakota
$266K -$736 -7 -0.3%
CFGS
428
Concourse Financial Group Securities
Alabama
$266K +$46.5K +443 +21%
MCM
429
Mattern Capital Management
Colorado
$263K -$33K -314 -11%
FMWA
430
Forvis Mazars Wealth Advisors
Missouri
$262K -$16.2K -154 -6%
M
431
MOTCO
Texas
$262K -$10.5K -100 -4%
HSA
432
HBK Sorce Advisory
Pennsylvania
$261K – – –
BSSFA
433
Baron Silver Stevens Financial Advisors
Florida
$259K -$3.05K -29 -1%
NCM
434
Narwhal Capital Management
Georgia
$258K – – –
EWM
435
Endurance Wealth Management
Rhode Island
$257K +$11.6K +110 +5%
SIS
436
SVB Investment Services
Utah
$256K – – –
TRCT
437
Tower Research Capital (TRC)
New York
$256K +$89.5K +852 +52%
BRWM
438
B. Riley Wealth Management
Tennessee
$253K +$258K +2,452 New
IA
439
Insight Advisors
Pennsylvania
$252K – – –
BS
440
Boenning & Scattergood
Pennsylvania
$252K +$28.2K +268 +12%
KC
441
Kingfisher Capital
North Carolina
$251K -$264K -2,516 -51%
CAM
442
Cozad Asset Management
Illinois
$251K +$2.52K +24 +1%
MWM
443
Mission Wealth Management
California
$251K +$19.2K +183 +8%
BBHC
444
Brown Brothers Harriman & Co
New York
$250K – – –
HTC
445
Haverford Trust Company
Pennsylvania
$250K – – –
ICM
446
IMS Capital Management
Oregon
$250K – – –
FRA
447
Frank Rimerman Advisors
California
$249K – – –
HIMC
448
Heritage Investors Management Corp
Maryland
$245K – – –
FA
449
FC Advisory
Pennsylvania
$244K – – –
NAS
450
Nicolet Advisory Services
Wisconsin
$244K – – –
16 17
18
19 20