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
GT
176
Glenmede Trust
Pennsylvania
$2.47M +$8.45K +75 +0.4%
MAM
177
Milestone Asset Management
Pennsylvania
$2.45M +$2.33M +20,707 New
TIA
178
Tiemann Investment Advisors
California
$2.41M -$22.7K -202 -1%
KWM
179
Kingsview Wealth Management
Oregon
$2.38M -$243K -2,156 -10%
SFO
180
Stokes Family Office
Louisiana
$2.36M +$2.25K +20 +0.1%
PFM
181
Phillips Financial Management
Indiana
$2.35M -$268K -2,384 -11%
TFF
182
The Family Firm
Maryland
$2.32M -$45.7K -406 -2%
GPA
183
Guidance Point Advisors
Massachusetts
$2.32M +$4.62K +41 +0.2%
SA
184
SpiderRock Advisors
Delaware
$2.31M +$2.3M +20,428 New
SIS
185
Sound Income Strategies
Florida
$2.3M +$2.19M +19,423 New
HWM
186
HB Wealth Management
Georgia
$2.28M +$232K +2,063 +12%
PPW
187
Presilium Private Wealth
Pennsylvania
$2.26M -$104K -923 -5%
PRWA
188
Platte River Wealth Advisors
Colorado
$2.25M -$82.8K -735 -4%
NSB
189
Norway Savings Bank
Maine
$2.25M -$179K -1,589 -8%
RFM
190
Royal Fund Management
Florida
$2.19M +$281K +2,500 +16%
William Blair & Company
191
William Blair & Company
Illinois
$2.17M +$154K +1,365 +8%
AWM
192
Avior Wealth Management
Nebraska
$2.17M -$127K -1,125 -6%
DBIA
193
Dumont & Blake Investment Advisors
New Jersey
$2.13M +$27.9K +248 +1%
SCG
194
Sonata Capital Group
Washington
$2.11M -$114K -1,010 -5%
EFG
195
Ehrlich Financial Group
California
$2.08M +$1.98M +17,582 New
FAIM
196
Financial Advocates Investment Management
Washington
$2.05M -$13.5K -120 -0.7%
LFAS
197
Level Four Advisory Services
Texas
$2.04M
AIP
198
Almanack Investment Partners
Pennsylvania
$2.03M
PB
199
Pinnacle Bancorp
Nebraska
$2.01M -$113K -1,006 -6%
SCM
200
Stordahl Capital Management
Colorado
$2.01M -$15.9K -141 -0.8%