We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF
IJJ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
151
Harbour Capital Advisors
Virginia
$269K +$269K +5,310 New
KA
152
Kovack Advisors
Florida
$262K +$262K +5,174 New
WCM
153
Wealthcare Capital Management
Virginia
$254K +$253K +5,008 New
BOTW
154
Bank of the West
California
$238K +$238K +4,708 New
CBU
155
CIBC Bank USA
Illinois
$228K +$228K +4,498 New
NCM
156
Narwhal Capital Management
Georgia
$223K +$223K +4,400 New
Creative Planning
157
Creative Planning
Kansas
$223K +$223K +4,410 New
BMO
158
Beck Mack & Oliver
New York
$218K +$218K +4,300 New
FCI
159
Financial Counselors Inc
Kansas
$216K +$216K +4,274 New
HJA
160
Hugh Johnson Advisors
New York
$211K +$210K +4,158 New
BRWA
161
B. Riley Wealth Advisors
Florida
$210K +$210K +4,144 New
EWM
162
Evercore Wealth Management
New York
$205K +$205K +4,044 New
PMG
163
ProVise Management Group
Florida
$202K +$202K +3,998 New
DCM
164
Donaldson Capital Management
Indiana
$201K +$201K +3,970 New
HSBC Holdings
165
HSBC Holdings
United Kingdom
$200K +$200K +3,958 New
FNBT
166
FineMark National Bank & Trust
Florida
$126K +$125K +2,470 New
BAM
167
Barrett Asset Management
New York
$121K +$121K +2,388 New
MWP
168
MYCIO Wealth Partners
Pennsylvania
$112K +$112K +2,210 New
M
169
MOTCO
Texas
$110K +$109K +2,164 New
KTC
170
Kistler-Tiffany Companies
Pennsylvania
$110K +$110K +2,180 New
RIA
171
Regal Investment Advisors
Michigan
$96K +$95.6K +1,890 New
PVH
172
Psagot Value Holdings
Israel
$94K +$93.8K +1,854 New
CDIA
173
Capital Directions Investment Advisors
Georgia
$92K +$92K +1,818 New
ST
174
Smithfield Trust
Pennsylvania
$83K +$82.9K +1,638 New
BFEC
175
Benjamin F. Edwards & Company
Missouri
$80K +$79.4K +1,570 New
5 6
7
8 9