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
PS
551
Principal Securities
Iowa
$237K +$9.57K +85 +4%
DIP
552
DT Investment Partners
Pennsylvania
$237K – – –
AIA
553
Allied Investment Advisors
Montana
$236K – – –
CD
554
Chapin Davis
Maryland
$236K – – –
BFM
555
Boston Financial Management
Massachusetts
$230K – – –
RA
556
Ruggaard & Associates
Ohio
$230K +$113 +1 +0.1%
HFS
557
Heritage Financial Services
Massachusetts
$229K +$218K +1,940 New
FCP
558
Fidelis Capital Partners
Florida
$229K -$5.07K -45 -2%
AP
559
Appleton Partners
Massachusetts
$226K -$2.93K -26 -1%
TWP
560
Tyche Wealth Partners
Texas
$224K -$5.41K -48 -2%
NW
561
NewEdge Wealth
Pennsylvania
$222K +$222K +1,970 New
NS
562
NBC Securities
Alabama
$219K – – –
MW
563
MBL Wealth
North Carolina
$215K -$1.13K -10 -0.5%
MGW
564
MB Generational Wealth
Washington
$215K – – –
ECG
565
Edge Capital Group
Georgia
$214K +$203K +1,807 New
RWP
566
Revolve Wealth Partners
New Jersey
$213K -$2.36K -21 -1%
TAM
567
Tocqueville Asset Management
New York
$213K – – –
VFG
568
V2 Financial group
Illinois
$213K – – –
WPC
569
Wedmont Private Capital
Pennsylvania
$213K +$338 +3 +0.2%
BFA
570
Buttonwood Financial Advisors
Maryland
$213K – – –
DWM
571
Dopkins Wealth Management
New York
$213K +$202K +1,797 New
ACA
572
Anchor Capital Advisors
Massachusetts
$211K -$852K -7,569 -81%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K -$24.8K -220 -10%
CIA
574
Compass Ion Advisors
Pennsylvania
$210K +$113 +1 +0.1%
WHG
575
Westwood Holdings Group
Texas
$209K – – –
21 22
23
24 25