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
HPC
701
HM Payson & Co
Maine
$202K – – –
STA
702
Summit Trail Advisors
New York
$202K +$193K +1,365 New
KOC
703
Koss-Olinger Consulting
Florida
$201K +$192K +1,357 New
MAS
704
Meeder Advisory Services
Ohio
$200K +$192K +1,355 New
SIC
705
Salem Investment Counselors
North Carolina
$200K – – –
SMA
706
Sage Mountain Advisors
Georgia
$198K – – –
SVCP
707
Silicon Valley Capital Partners
California
$194K +$707 +5 +0.4%
CA
708
CoreCap Advisors
Michigan
$192K -$14.1K -100 -7%
AF
709
Alerus Financial
North Dakota
$186K – – –
OC
710
Oakworth Capital
Alabama
$184K – – –
MFP
711
Meramec Financial Planners
Missouri
$184K +$707 +5 +0.4%
KFI
712
Key Financial Inc
Pennsylvania
$176K -$25.5K -180 -13%
LB
713
Legacy Bridge
Iowa
$175K – – –
LI
714
LRI Investments
Florida
$174K – – –
PWA
715
Physician Wealth Advisors
Utah
$173K +$424 +3 +0.3%
GI
716
GAMMA Investing
California
$173K +$86.4K +611 +109%
LFG
717
Larson Financial Group
Missouri
$172K +$141 +1 +0.1%
IAS
718
IMA Advisory Services
Colorado
$169K +$114K +805 +238%
TFM
719
TFC Financial Management
Massachusetts
$168K – – –
MHR
720
Matthew Hamilton Rosenberg
$167K – – –
SAM
721
Smartleaf Asset Management
Massachusetts
$162K – – –
TCWA
722
Turtle Creek Wealth Advisors
Texas
$161K – – –
CA
723
Continuum Advisory
Idaho
$158K +$151K +1,070 New
OPTFSNA
724
Old Point Trust & Financial Services N A
Virginia
$157K – – –
CWP
725
Concord Wealth Partners
Virginia
$157K +$150K +1,062 New
27 28
29
30 31