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
VFG
626
V2 Financial group
Illinois
$225K – – –
HAS
627
Holland Advisory Services
Florida
$224K +$1.15K +9 +0.5%
Harbour Investments
628
Harbour Investments
Wisconsin
$223K +$128 +1 +0.1%
MW
629
MBL Wealth
North Carolina
$222K -$9.57K -75 -4%
BFA
630
Buttonwood Financial Advisors
Maryland
$221K +$5.49K +43 +2%
Westwood Holdings Group
631
Westwood Holdings Group
Texas
$221K – – –
MAS
632
Madden Advisory Services
Florida
$220K +$255 +2 +0.1%
HWA
633
HCR Wealth Advisors
California
$217K – – –
RA
634
Ruggaard & Associates
Ohio
$217K -$26.7K -209 -11%
NAS
635
NWF Advisory Services
California
$217K – – –
DWM
636
Dopkins Wealth Management
New York
$216K – – –
SF
637
SWP Financial
California
$216K – – –
FF
638
Friday Financial
Iowa
$215K +$220K +1,724 New
Valeo Financial Advisors
639
Valeo Financial Advisors
Indiana
$215K +$220K +1,723 New
RWP
640
Revolve Wealth Partners
New Jersey
$214K – – –
Calamos Wealth Management
641
Calamos Wealth Management
Illinois
$214K +$8.68K +68 +4%
Kingswood Wealth Advisors
642
Kingswood Wealth Advisors
California
$214K +$218K +1,709 New
FCCM
643
First City Capital Management
Georgia
$211K – – –
HGA
644
Hobbs Group Advisors
South Carolina
$210K – – –
Atlantic Union Bankshares
645
Atlantic Union Bankshares
Virginia
$209K – – –
Boston Financial Management
646
Boston Financial Management
Massachusetts
$209K -$35.5K -278 -14%
Dynamic Advisor Solutions
647
Dynamic Advisor Solutions
Arizona
$207K -$58.2K -456 -22%
ACM
648
Alamar Capital Management
California
$205K – – –
MI
649
Moneywise Inc
Virginia
$205K +$766 +6 +0.4%
MAM
650
MMA Asset Management
Pennsylvania
$205K -$462K -3,621 -69%