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
OPW
201
Oxler Private Wealth
New York
$2.37M -$10.3K -79 -0.4%
QPWM
202
Quadrant Private Wealth Management
Pennsylvania
$2.37M – – –
AF
203
Allworth Financial
California
$2.35M +$20.6K +158 +0.9%
DBIA
204
Dumont & Blake Investment Advisors
New Jersey
$2.35M -$59.2K -455 -2%
OA
205
Operose Advisors
Wisconsin
$2.34M – – –
TPCW
206
TD Private Client Wealth
New York
$2.29M +$491K +3,770 +28%
SCM
207
Stordahl Capital Management
Colorado
$2.29M +$24.6K +189 +1%
P
208
&Partners
Tennessee
$2.28M +$581K +4,461 +35%
ONB
209
Old National Bancorp
Indiana
$2.26M -$26.8K -206 -1%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2.26M +$575K +4,416 +35%
AIP
211
Almanack Investment Partners
Pennsylvania
$2.26M – – –
OWM
212
Opes Wealth Management
California
$2.23M – – –
PIS
213
POM Investment Strategies
North Carolina
$2.21M +$115K +887 +6%
VW
214
Vance Wealth
California
$2.2M -$130K -1,000 -6%
EH
215
Equitable Holdings
New York
$2.18M -$8.01M -61,509 -79%
AWM
216
Avior Wealth Management
Nebraska
$2.17M +$1.69K +13 +0.1%
BCG
217
Breakwater Capital Group
New Jersey
$2.16M +$17.3K +133 +0.8%
FGWP
218
Founders Grove Wealth Partners
Virginia
$2.14M -$43.3K -333 -2%
SCG
219
Sonata Capital Group
Washington
$2.13M -$103K -790 -5%
FCBT
220
First Citizens Bank & Trust
North Carolina
$2.12M +$96.8K +744 +5%
ST
221
Sageworth Trust
Pennsylvania
$2.11M – – –
AllianceBernstein
222
AllianceBernstein
Tennessee
$2.08M +$217K +1,665 +12%
SSW
223
Smith Shellnut Wilson
Mississippi
$2.07M -$15.4K -118 -0.7%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$2.03M +$683K +5,249 +52%
SFS
225
Sowell Financial Services
Arkansas
$2.02M +$274K +2,108 +16%