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
PFM
126
Phillips Financial Management
Indiana
$4.26M -$161K -1,610 -4%
ABC
127
Associated Banc-Corp
Wisconsin
$4.2M +$404K +4,044 +11%
MGIA
128
Moneta Group Investment Advisors
Missouri
$4.19M -$281K -2,815 -7%
OFS
129
Oldfather Financial Services
Nebraska
$4.13M +$336K +3,361 +9%
FWMM
130
Foundation Wealth Management (Missouri)
Missouri
$3.92M +$3.88M +38,848 New
CWA
131
Clarus Wealth Advisors
Arizona
$3.87M +$3.66M +36,674 New
CWM
132
Cranbrook Wealth Management
Michigan
$3.86M -$897K -8,981 -19%
SPC
133
Sigma Planning Corp
Michigan
$3.71M +$1.03M +10,325 +39%
TA
134
Tactive Advisors
Florida
$3.68M +$3.64M +36,459 New
AAS
135
Avantax Advisory Services
Texas
$3.67M +$644K +6,445 +22%
BOS
136
Bank of Stockton
California
$3.66M +$93.9K +940 +3%
SEIA
137
Signature Estate & Investment Advisors
California
$3.66M +$288K +2,889 +9%
RWA
138
River Wealth Advisors
Pennsylvania
$3.6M -$27.2K -272 -0.8%
SCM
139
SOL Capital Management
Maryland
$3.59M +$154K +1,540 +5%
SFG
140
SNS Financial Group
Minnesota
$3.58M -$220K -2,199 -6%
CCM
141
Coldstream Capital Management
Washington
$3.56M +$3.52M +35,284 New
OPW
142
Oxler Private Wealth
New York
$3.55M -$60.3K -604 -2%
GW
143
GW & Wade
Massachusetts
$3.55M +$1.06M +10,580 +43%
LC
144
LTG Capital
Massachusetts
$3.52M +$2.26M +22,600 +184%
Goldman Sachs
145
Goldman Sachs
New York
$3.38M +$667K +6,682 +25%
WWM
146
Windsor Wealth Management
Indiana
$3.27M +$1.66M +16,599 +113%
RSWM
147
Robertson Stephens Wealth Management
California
$3.24M -$125K -1,247 -4%
FHC
148
First Heartland Consultants
Missouri
$3.13M +$1.39M +13,885 +81%
PWM
149
Perigon Wealth Management
California
$3.13M +$2.82M +28,237 +1,015%
FCI
150
Financial Counselors Inc
Kansas
$3.08M +$188K +1,887 +7%