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
Benjamin F. Edwards & Company
526
Benjamin F. Edwards & Company
Missouri
$154K – – –
SMG
527
Spectrum Management Group
Indiana
$153K – – –
EI
528
Ellevest Inc
New York
$149K – – –
SMA
529
Sage Mountain Advisors
Georgia
$148K – – –
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$148K +$653 +6 +0.5%
CWP
531
Concord Wealth Partners
Virginia
$148K +$145K +1,336 New
Choate Investment Advisors
532
Choate Investment Advisors
Massachusetts
$143K – – –
DI
533
Disciplined Investments
Oklahoma
$134K – – –
SSC
534
Syverson Strege & Co
Iowa
$133K – – –
LB
535
Legacy Bridge
Iowa
$131K – – –
PCMC
536
Paragon Capital Management (Colorado)
Colorado
$127K +$125K +1,150 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$126K – – –
Confluence Wealth Services
538
Confluence Wealth Services
Pennsylvania
$123K +$121K +1,116 New
COCM
539
Charter Oak Capital Management
New Hampshire
$114K – – –
ONST
540
Old North State Trust
North Carolina
$113K – – –
WPWM
541
Western Pacific Wealth Management
Illinois
$110K +$109K +1,000 New
TFO
542
Tarbox Family Office
California
$107K +$544 +5 +0.5%
FPB
543
First PREMIER Bank
South Dakota
$105K – – –
MHR
544
Matthew Hamilton Rosenberg
$103K – – –
AFG
545
Albion Financial Group
Utah
$100K -$10.9K -100 -10%
AIP
546
Ahrens Investment Partners
Louisiana
$100K +$97.8K +899 New
SAM
547
S.A. Mason
Michigan
$97K – – –
CHA
548
Carmichael Hill & Associates
Maryland
$87K +$326 +3 +0.4%
BA
549
Ballast Advisors
Minnesota
$85K -$57K -524 -40%
LC
550
Lindbrook Capital
California
$84K +$60.5K +556 +278%