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
CL
451
Choreo LLC
Illinois
$420K -$9.18K -78 -2%
PCA
452
Purkiss Capital Advisors
Connecticut
$418K +$398K +3,380 New
IWM
453
IHT Wealth Management
Illinois
$413K -$26.4K -224 -6%
EWA
454
EverSource Wealth Advisors
Alabama
$413K +$169K +1,436 +75%
PCIA
455
Prime Capital Investment Advisors
Kansas
$411K -$1.04M -8,881 -73%
SFG
456
Sage Financial Group
Pennsylvania
$410K -$1.76K -15 -0.5%
SM
457
Sensible Money
Arizona
$409K
WTB
458
Washington Trust Bank
Washington
$408K -$15.2K -129 -4%
BAM
459
Belpointe Asset Management
Nevada
$401K -$1.43M -12,168 -79%
CFO
460
Callan Family Office
Pennsylvania
$398K +$75.5K +642 +25%
FCFC
461
First Commonwealth Financial Corp
Pennsylvania
$395K
Brown Advisory
462
Brown Advisory
Maryland
$394K -$28.1K -239 -7%
GIA
463
Gladstone Institutional Advisory
Florida
$394K -$59.2K -503 -14%
FI
464
FWG Investments
Kentucky
$392K +$373K +3,174 New
SW
465
SlateStone Wealth
Florida
$391K +$235 +2 +0.1%
ATC
466
Argent Trust Co
Tennessee
$389K -$19.5K -166 -5%
AC
467
AlphaCore Capital
California
$388K -$4.82K -41 -1%
LFG
468
Larson Financial Group
Missouri
$387K -$5.88K -50 -2%
RMP
469
Richards, Merrill & Peterson
Washington
$379K
CIA
470
Cape Investment Advisory
Georgia
$378K +$60K +510 +20%
PFBT
471
Parkside Financial Bank & Trust
Missouri
$376K
WWM
472
Whalen Wealth Management
Nevada
$372K -$6.3M -53,562 -95%
GFP
473
Gryphon Financial Partners
Ohio
$371K
FT
474
Fiduciary Trust
Massachusetts
$368K -$73.1K -621 -17%
BIM
475
Bridges Investment Management
Nebraska
$367K