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
BHBT
451
Burke & Herbert Bank & Trust
Virginia
$449K – – –
SFGM
452
Stonebridge Financial Group (Missouri)
Missouri
$449K +$411 +3 +0.1%
ATC
453
Argent Trust Co
Tennessee
$447K +$30.8K +225 +7%
BFO
454
Boston Family Office
Massachusetts
$444K -$74.9K -547 -14%
MCM
455
MidAtlantic Capital Management
Virginia
$443K -$971K -7,093 -68%
AAS
456
Ameritas Advisory Services
Nebraska
$440K -$7.12K -52 -2%
SM
457
Sensible Money
Arizona
$439K – – –
SFG
458
Sage Financial Group
Pennsylvania
$436K -$5.62K -41 -1%
AIA
459
Ally Invest Advisors
North Carolina
$434K -$30.1K -220 -6%
EWA
460
EverSource Wealth Advisors
Alabama
$428K +$548 +4 +0.1%
HP
461
Holistic Planning
Texas
$428K -$3.29K -24 -0.7%
SW
462
SlateStone Wealth
Florida
$427K +$137 +1 +0%
IWC
463
Integrated Wealth Concepts
Massachusetts
$427K +$23K +168 +6%
FCFC
464
First Commonwealth Financial Corp
Pennsylvania
$424K – – –
CP
465
Cornerstone Planning
North Carolina
$423K -$274 -2 -0.1%
DC
466
Davenport & Co
Virginia
$421K – – –
GWP
467
Gateway Wealth Partners
Wisconsin
$418K +$216K +1,579 +100%
CWA
468
Crusonia Wealth Advisors
Colorado
$414K -$685 -5 -0.2%
NP
469
Nilsine Partners
Colorado
$407K – – –
ISWM
470
Independent Solutions Wealth Management
New York
$406K +$419K +3,062 New
RB
471
Renasant Bank
Mississippi
$398K -$410K -2,994 -50%
IWM
472
IHT Wealth Management
Illinois
$396K -$32.9K -240 -7%
FNBOO
473
First National Bank of Omaha
Nebraska
$395K – – –
PFBT
474
Parkside Financial Bank & Trust
Missouri
$395K – – –
RBC
475
Romano Brothers & Co
Illinois
$393K – – –
17 18
19
20 21