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
GA
476
Goldstein Advisors
Wisconsin
$409K – – –
VW
477
Veridan Wealth
Oregon
$405K -$12.8K -102 -3%
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$403K +$71.9K +574 +21%
JWCA
479
J.W. Cole Advisors
Florida
$403K -$148K -1,185 -26%
SFG
480
Sage Financial Group
Pennsylvania
$399K -$2.38K -19 -0.6%
ATC
481
Argent Trust Co
Tennessee
$397K – – –
SM
482
Sensible Money
Arizona
$396K – – –
DC
483
Davenport & Co
Virginia
$396K -$2.75K -22 -0.7%
GL
484
Graypoint LLC
New York
$391K – – –
FCFC
485
First Commonwealth Financial Corp
Pennsylvania
$383K – – –
AFA
486
Alpha Financial Advisors
North Carolina
$381K – – –
LFG
487
Larson Financial Group
Missouri
$381K – – –
AC
488
AlphaCore Capital
California
$381K -$1.08M -8,636 -73%
WFAG
489
Wescott Financial Advisory Group
Pennsylvania
$380K +$125 +1 +0%
HWA
490
Heartwood Wealth Advisors
Virginia
$380K -$501 -4 -0.1%
SW
491
SlateStone Wealth
Florida
$379K +$125 +1 +0%
FFG
492
Fiduciary Financial Group
California
$371K – – –
NL
493
NWAM LLC
Washington
$367K -$1.15M -9,145 -75%
RMP
494
Richards, Merrill & Peterson
Washington
$367K – – –
RFM
495
Royal Fund Management
Florida
$365K -$10.3K -82 -3%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$364K – – –
GFP
497
Gryphon Financial Partners
Ohio
$359K – – –
KAS
498
KPP Advisory Services
Kentucky
$357K +$373K +2,979 New
BIM
499
Bridges Investment Management
Nebraska
$355K +$22.5K +180 +6%
MFA
500
Mayflower Financial Advisors
Massachusetts
$350K – – –
18 19
20
21 22