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
GA
201
Geneva Advisors
Illinois
$278K
CIA
202
Capital Investment Advisors
Georgia
$274K
IIM
203
Ipswich Investment Management
Massachusetts
$273K
PAS
204
Partnervest Advisory Services
California
$267K +$244K +4,306 New
VIA
205
Vantage Investment Advisors
Pennsylvania
$262K +$21.2K +374 +10%
FA
206
FDx Advisors
Illinois
$261K +$238K +4,208 New
VWA
207
V Wealth Advisors
Kansas
$259K +$237K +4,182 New
APSP
208
Asset Planning Services (Pennsylvania)
Pennsylvania
$254K +$680 +12 +0.3%
FWP
209
FAS Wealth Partners
Kansas
$253K +$7.37K +130 +3%
JIR
210
James Investment Research
Ohio
$251K
FNBT
211
FineMark National Bank & Trust
Florida
$246K +$28.3K +500 +14%
CBU
212
CIBC Bank USA
Illinois
$245K -$14.5K -256 -6%
CFA
213
CT Financial Advisors
Pennsylvania
$240K -$15.9K -280 -7%
BAAM
214
Baker Avenue Asset Management
California
$238K
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$236K
ZF
216
Zhang Financial
Michigan
$235K
QCMC
217
Quantum Capital Management (California)
California
$232K -$10.8K -190 -5%
CWM
218
Concert Wealth Management
California
$229K +$9.18K +162 +5%
CGL
219
Clarius Group LLC
Washington
$227K +$208K +3,666 New
ASN
220
Advisory Services Network
Georgia
$224K +$23.9K +422 +13%
Mariner
221
Mariner
Kansas
$221K -$11.1K -196 -5%
AllianceBernstein
222
AllianceBernstein
Tennessee
$219K +$200K +3,524 New
SIC
223
Sigma Investment Counselors
Michigan
$216K -$25.5K -450 -11%
CCA
224
Cobblestone Capital Advisors
New York
$216K +$197K +3,480 New
FNBOO
225
First National Bank of Omaha
Nebraska
$214K -$55.2K -974 -22%