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
HTC
476
Haverford Trust Company
Pennsylvania
$246K
BSSFA
477
Baron Silver Stevens Financial Advisors
Florida
$244K
LWM
478
Lyell Wealth Management
California
$244K -$27.8K -260 -10%
FRA
479
Frank Rimerman Advisors
California
$243K
DIA
480
Dana Investment Advisors
Wisconsin
$243K +$257K +2,403 New
KIA
481
KCM Investment Advisors
California
$241K
Brown Advisory
482
Brown Advisory
Maryland
$241K
HIMC
483
Heritage Investors Management Corp
Maryland
$240K
CA
484
CoreCap Advisors
Michigan
$239K -$109K -1,024 -30%
PIM
485
Penobscot Investment Management
Massachusetts
$237K +$249K +2,331 New
VNA
486
Valley National Advisers
Pennsylvania
$236K
RWP
487
RWA Wealth Partners
Massachusetts
$235K
Allspring Global Investments
488
Allspring Global Investments
North Carolina
$233K +$246K +2,306 New
MWM
489
Mattern Wealth Management
Kansas
$230K -$46.6K -436 -16%
LOPW
490
Live Oak Private Wealth
North Carolina
$230K
VIA
491
Vickerman Investment Advisors
Washington
$229K -$42.2K -395 -15%
NSG
492
Nalls Sherbakoff Group
Tennessee
$229K
BONH
493
Bank of New Hampshire
New Hampshire
$228K
ZF
494
Zhang Financial
Michigan
$227K
PIMG
495
Patriot Investment Management Group
Tennessee
$227K
MA
496
Mutual Advisors
Nebraska
$225K -$3.06M -28,667 -93%
FMWA
497
Forvis Mazars Wealth Advisors
Missouri
$225K -$5.02K -47 -2%
CWM
498
ClientFirst Wealth Management
Arkansas
$223K
WB
499
West Bancorporation
Iowa
$223K -$17.1K -160 -7%
WCP
500
Wick Capital Partners
Pennsylvania
$221K +$234K +2,193 New