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
CPSAC
51
Chas P. Smith & Associates (CPS)
Florida
$10.4M -$259K -3,320 -2%
UWPG
52
Ullmann Wealth Partners Group
Florida
$10M +$794K +10,172 +9%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$9.84M +$2.44M +31,204 +34%
KWMG
54
King Wealth Management Group
Florida
$9.27M +$369K +4,728 +4%
CC
55
Courier Capital
New York
$9.16M +$8.93M +114,428 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$9M +$249K +3,190 +3%
CIM
57
Confluence Investment Management
Missouri
$8.62M -$419K -5,368 -5%
AMG
58
Asset Management Group
Connecticut
$8.44M -$9.99K -128 -0.1%
EPP
59
ETF Portfolio Partners
Kansas
$7.85M -$16.2K -208 -0.2%
FC
60
Ferris Capital
Massachusetts
$7.4M
RFC
61
Regions Financial Corp
Alabama
$7.22M +$264K +3,378 +4%
ADL
62
Asset Dedication LLC
California
$7.12M +$57.6K +738 +0.8%
LMIM
63
Lockheed Martin Investment Management
Maryland
$7.1M -$44.3K -568 -0.6%
KFA
64
Kays Financial Advisory
Georgia
$6.81M -$107K -1,370 -2%
GLA
65
Great Lakes Advisors
Illinois
$6.04M -$47.6K -610 -0.8%
CWM
66
Cranbrook Wealth Management
Michigan
$6.04M -$153K -1,960 -3%
MGIA
67
Moneta Group Investment Advisors
Missouri
$5.74M +$2.5K +32 +0%
MA
68
MUFG Americas
New York
$5.61M -$5K -64 -0.1%
RWA
69
River Wealth Advisors
Pennsylvania
$5.57M -$373K -4,778 -6%
RCAG
70
Rehmann Capital Advisory Group
Michigan
$5.56M -$70.2K -900 -1%
GT
71
Greenleaf Trust
Michigan
$5.43M -$19.7K -252 -0.4%
MML Investors Services
72
MML Investors Services
Massachusetts
$5.24M +$115K +1,474 +2%
FAAS
73
First Allied Advisory Services
California
$5.19M -$632K -8,096 -11%
BEC
74
Blue Edge Capital
Virginia
$5.07M -$764K -9,790 -13%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$5.05M +$185K +2,372 +4%