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
CIBC World Market
126
CIBC World Market
Ontario, Canada
$1.94M +$95.6K +1,250 +5%
NCM
127
Neumann Capital Management
California
$1.83M -$65K -850 -3%
NNP
128
Nachman Norwood & Parrott
South Carolina
$1.79M +$1.98M +25,912 New
SHCM
129
Stokes & Hubbell Capital Management
Louisiana
$1.76M +$1.95M +25,446 New
UTC
130
Unified Trust Company
Kentucky
$1.74M +$1.93M +25,196 New
Creative Planning
131
Creative Planning
Kansas
$1.68M -$364K -4,758 -16%
MML Investors Services
132
MML Investors Services
Massachusetts
$1.67M -$229K -2,996 -11%
GPA
133
Guidance Point Advisors
Massachusetts
$1.65M +$1.82M +23,804 New
NS
134
NewDay Solutions
New Hampshire
$1.64M +$1.82M +23,762 New
FPIS
135
Financial Planning & Information Services
Wisconsin
$1.61M -$481K -6,292 -21%
PB
136
Pinnacle Bancorp
Nebraska
$1.56M +$1.73M +22,622 New
SWM
137
Shakespeare Wealth Management
Wisconsin
$1.54M +$1.7M +22,210 New
SCM
138
Stordahl Capital Management
Colorado
$1.53M -$14.4K -188 -0.8%
HSA
139
HBK Sorce Advisory
Pennsylvania
$1.53M +$38.1K +498 +2%
SEIA
140
Signature Estate & Investment Advisors
California
$1.51M +$203K +2,660 +14%
AIP
141
Almanack Investment Partners
Pennsylvania
$1.51M
TFF
142
The Family Firm
Maryland
$1.44M +$37.8K +494 +2%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.43M
SWP
144
Stratos Wealth Partners
Ohio
$1.35M -$114K -1,488 -7%
WIC
145
Whitegate Investment Counselors
New Hampshire
$1.34M +$12.5K +164 +0.9%
CWM
146
Confluence Wealth Management
Oregon
$1.33M
CPIG
147
Chicago Partners Investment Group
Illinois
$1.31M +$1.1M +14,410 +428%
SC
148
Savant Capital
Illinois
$1.28M -$444K -5,802 -24%
IA
149
IFP Advisors
Florida
$1.26M -$2.24M -29,266 -61%
FHA
150
First Horizon Advisors
Tennessee
$1.26M -$76.3K -998 -5%