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
Corient Private Wealth
51
Corient Private Wealth
Florida
$19.1M +$10.1M +89,570 +125%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$18.1M -$562K -4,987 -3%
JE
53
JMAC Enterprises
Pennsylvania
$17.8M +$1.28M +11,326 +8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$15.8M +$7.36M +65,372 +95%
SFP
55
Sterling Financial Planning
New Jersey
$15.3M +$196K +1,745 +1%
CAL
56
Capital Advisors Ltd
Ohio
$15.1M -$36.5K -324 -0.3%
FMC
57
First Merchants Corp
Indiana
$15M -$2.39M -21,225 -14%
EPP
58
ETF Portfolio Partners
Kansas
$14.8M +$2.32M +20,602 +20%
Comerica Bank
59
Comerica Bank
Texas
$14.8M -$522K -4,636 -4%
LFS
60
Lutz Financial Services
Nebraska
$14.7M -$381K -3,383 -3%
TYCC
61
Texas Yale Capital Corp
Florida
$13.6M
BEC
62
Blue Edge Capital
Virginia
$13.3M +$498K +4,424 +4%
GIA
63
GHP Investment Advisors
Colorado
$13.1M -$120K -1,066 -1%
SPIA
64
Steward Partners Investment Advisory
New York
$12.9M +$1.02M +9,033 +9%
EIP
65
Ellis Investment Partners
Pennsylvania
$12.8M -$217K -1,923 -2%
KAS
66
Kestra Advisory Services
Texas
$12.4M +$543K +4,819 +5%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$12.2M -$625K -5,555 -5%
FAM
68
Flaharty Asset Management
Florida
$12.2M +$1.45M +12,915 +14%
MGIA
69
Moneta Group Investment Advisors
Missouri
$12.1M +$4.76M +42,274 +70%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$11.9M +$284K +2,518 +3%
Goldman Sachs
71
Goldman Sachs
New York
$11.8M +$7.76M +68,951 +223%
M&T Bank
72
M&T Bank
New York
$11.5M -$2.35M -20,867 -18%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$11.3M -$56.4K -501 -0.5%
AMG
74
Asset Management Group
Connecticut
$10.7M +$11.9K +106 +0.1%
CCWM
75
Cassaday & Co Wealth Management
Virginia
$10.4M -$39.2K -348 -0.4%