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
WTC
126
WhitTier Trust Company
Nevada
$2.41M -$306K -3,950 -11%
CIBC World Market
127
CIBC World Market
Ontario, Canada
$2.24M +$34.8K +450 +2%
CGA
128
Crescent Grove Advisors
Illinois
$2.22M -$5.79M -74,804 -73%
First Trust Advisors
129
First Trust Advisors
Illinois
$2.14M -$185K -2,386 -8%
PFM
130
Phillips Financial Management
Indiana
$2.13M -$4.28M -55,248 -67%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$2.13M +$2.1M +27,090 New
SS
132
Simplicity Solutions
Minnesota
$2.04M +$1.47M +18,942 +269%
UB
133
UMB Bank
Missouri
$2.02M -$61K -788 -3%
OWM
134
Opes Wealth Management
California
$2M +$1.98M +25,512 New
Creative Planning
135
Creative Planning
Kansas
$2M +$94.5K +1,220 +5%
NNP
136
Nachman Norwood & Parrott
South Carolina
$1.99M -$41.8K -540 -2%
GPA
137
Guidance Point Advisors
Massachusetts
$1.9M +$31.4K +406 +2%
NCM
138
Neumann Capital Management
California
$1.9M -$183K -2,360 -9%
SWM
139
Shakespeare Wealth Management
Wisconsin
$1.85M +$106K +1,366 +6%
TRCT
140
Tower Research Capital (TRC)
New York
$1.81M +$1.79M +23,086 New
UTC
141
Unified Trust Company
Kentucky
$1.8M -$175K -2,264 -9%
FPIS
142
Financial Planning & Information Services
Wisconsin
$1.79M -$29.3K -378 -2%
SCM
143
Stordahl Capital Management
Colorado
$1.79M -$17.5K -226 -1%
PB
144
Pinnacle Bancorp
Nebraska
$1.78M +$155 +2 +0%
AF
145
Advisornet Financial
Minnesota
$1.75M +$391K +5,056 +29%
HSA
146
HBK Sorce Advisory
Pennsylvania
$1.74M +$5.11K +66 +0.3%
AIP
147
Almanack Investment Partners
Pennsylvania
$1.72M +$4.8K +62 +0.3%
UR
148
USCA RIA
Texas
$1.68M +$1.37M +17,694 +471%
SEIA
149
Signature Estate & Investment Advisors
California
$1.68M -$37.2K -480 -2%
TFF
150
The Family Firm
Maryland
$1.63M +$5.42K +70 +0.3%