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
FWM
451
Frontier Wealth Management
Missouri
$320K +$216 +2 +0.1%
BIM
452
Bridges Investment Management
Nebraska
$317K -$281K -2,607 -47%
PA
453
PSI Advisors
Florida
$317K
V
454
Veritable
Delaware
$314K
TAIM
455
TD Ameritrade Investment Management
Nebraska
$312K -$101K -938 -25%
OCM
456
Objective Capital Management
Ohio
$308K +$31.6K +293 +12%
NEWAS
457
N.E.W. Advisory Services
Wisconsin
$307K +$326K +3,020 New
ZF
458
Zhang Financial
Michigan
$306K
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$306K +$10.6K +98 +4%
PWM
460
Perigon Wealth Management
California
$299K
HH
461
Hilltop Holdings
Texas
$297K
CST
462
Charles Schwab Trust
Nevada
$296K
HBW
463
Hazlett, Burt & Watson
West Virginia
$296K +$292K +2,705 New
AMG
464
Advisors Management Group
Wisconsin
$293K
RPCONE
465
Retirement Planning Company of New England
Rhode Island
$293K
FNBTCON
466
First National Bank & Trust Co of Newtown
Pennsylvania
$290K
SW
467
SVB Wealth
Massachusetts
$288K
WA
468
WESPAC Advisors
California
$287K -$88.4K -819 -24%
PWM
469
PBMares Wealth Management
Virginia
$286K +$324 +3 +0.1%
BHWM
470
Bar Harbor Wealth Management
New Hampshire
$281K -$11.3K -105 -4%
ACA
471
Ascension Capital Advisors
Texas
$280K -$7.95M -73,648 -97%
IA
472
Insight Advisors
Pennsylvania
$280K +$31.8K +295 +13%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$279K -$31.2K -289 -10%
Neuberger Berman Group
474
Neuberger Berman Group
New York
$278K +$274K +2,538 New
NCM
475
Narwhal Capital Management
Georgia
$274K