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
Wells Fargo
1
Wells Fargo
California
$899M +$8.52M +140,734 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$229M +$9.37M +154,692 +4%
Bank of America
3
Bank of America
North Carolina
$93.3M +$6.93M +114,388 +8%
EFS
4
Edelman Financial Services
Virginia
$81.1M +$3.68M +60,780 +5%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$68.8M +$10.7M +176,210 +18%
UBS Group
6
UBS Group
Switzerland
$67.6M +$2.21M +36,504 +3%
Axa
7
Axa
France
$49M -$521K -8,600 -1%
LPL Financial
8
LPL Financial
California
$36.3M +$18.6M +306,806 +96%
EK
9
Evensky & Katz
Florida
$29.5M +$956K +15,782 +3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$27.9M +$2.92M +48,272 +11%
Northern Trust
11
Northern Trust
Illinois
$26M +$480K +7,932 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24.9M +$577K +9,534 +2%
PP
13
Palladium Partners
Virginia
$22.6M +$445K +7,356 +2%
KeyBank National Association
14
KeyBank National Association
Ohio
$22.2M -$1.96M -32,420 -8%
FHB
15
First Hawaiian Bank
Hawaii
$20.9M -$817K -13,498 -4%
Stifel Financial
16
Stifel Financial
Missouri
$20.1M +$3.31M +54,722 +19%
BF
17
BOK Financial
Oklahoma
$19.7M -$247K -4,074 -1%
CIM
18
Confluence Investment Management
Missouri
$18.6M +$3.52M +58,218 +22%
M&T Bank
19
M&T Bank
New York
$16.6M -$1.19M -19,658 -6%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$16.3M +$791K +13,060 +5%
FMC
21
First Merchants Corp
Indiana
$15.7M -$73.7K -1,218 -0.5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$15.1M +$1.95M +32,250 +14%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$837K -13,830 -5%
RCA
24
Rex Capital Advisors
Rhode Island
$14.2M -$1.75M -28,922 -11%
TYCC
25
Texas Yale Capital Corp
Florida
$13.7M -$378K -6,250 -3%