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
MCM
151
Millie Capital Management
California
$1.06M – – –
MAM
152
Marquette Asset Management
Minnesota
$1.05M – – –
CG
153
Colony Group
Massachusetts
$1.04M +$25.7K +348 +3%
CA
154
Cetera Advisors
Colorado
$1.04M +$26.6K +360 +3%
CA
155
Cornerstone Advisory
Maryland
$1.04M – – –
PO
156
Private Ocean
California
$1.04M -$1.77K -24 -0.2%
WTC
157
WhitTier Trust Company
Nevada
$988K – – –
SWM
158
Segment Wealth Management
Texas
$977K – – –
ABC
159
Associated Banc-Corp
Wisconsin
$969K +$73.2K +990 +8%
CAL
160
Capital Analysts LLC
Pennsylvania
$954K -$9.16K -124 -1%
BHWM
161
Bar Harbor Wealth Management
New Hampshire
$942K -$59.9K -810 -6%
RC
162
RegentAtlantic Capital
New Jersey
$884K +$47.9K +648 +6%
Betterment LLC
163
Betterment LLC
New York
$879K -$568K -7,684 -39%
Bessemer Group
164
Bessemer Group
New Jersey
$872K – – –
IP
165
Intellectus Partners
California
$862K – – –
IIM
166
Ipswich Investment Management
Massachusetts
$855K -$76.9K -1,040 -8%
CB
167
Commerce Bank
Missouri
$834K +$77.6K +1,050 +10%
NL
168
NWAM LLC
Washington
$797K +$419K +5,672 +112%
FIM
169
Freedom Investment Management
Connecticut
$795K -$44K -596 -5%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$787K -$3.01M -40,786 -79%
CAM
171
Covenant Asset Management
New Jersey
$784K – – –
HS
172
Huntington Steele
Pennsylvania
$774K +$1.48K +20 +0.2%
VKH
173
Virtu KCG Holdings
New York
$767K -$418K -5,662 -35%
VIA
174
Vantage Investment Advisors
Pennsylvania
$763K +$10.2K +138 +1%
FI
175
FormulaFolio Investments
Michigan
$755K +$751K +10,162 New