We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Weatherly Asset Management
California
$1.05M +$183K +6,175 +22%
AIA
377
Alerus Investment Advisors
Minnesota
$1.04M -$22.9K -775 -2%
EFS
378
Essex Financial Services
Connecticut
$1.04M +$21.7K +735 +2%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$1.03M +$79.6K +2,690 +9%
BHBT
380
Burke & Herbert Bank & Trust
Virginia
$1.03M +$159K +5,385 +19%
AWA
381
Arete Wealth Advisors
Illinois
$1.03M +$1.01M +33,995 New
SWM
382
Segment Wealth Management
Texas
$1.03M -$6.66K -225 -0.7%
MCC
383
Mid Continent Capital
Illinois
$1.02M +$355K +12,000 +56%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$1.01M
IWMPD
385
Integrated Wealth Management (Palm Desert)
California
$992K +$966K +32,640 New
CBU
386
CIBC Bank USA
Illinois
$951K +$172K +5,805 +23%
Millennium Management
387
Millennium Management
New York
$939K -$536K -18,115 -37%
WCM
388
Wealthcare Capital Management
Virginia
$937K +$170K +5,755 +23%
TC
389
Telemus Capital
Michigan
$929K +$30.3K +1,025 +3%
CFA
390
Carroll Financial Associates
North Carolina
$916K +$103K +3,490 +13%
EWA
391
Exencial Wealth Advisors
Oklahoma
$915K +$3.55K +120 +0.4%
HCMT
392
Highland Capital Management (Tennessee)
Tennessee
$896K +$44.4K +1,500 +5%
MMLI
393
Massachusetts Mutual Life Insurance
Massachusetts
$885K +$862K +29,130 New
CAL
394
Capital Analysts LLC
Pennsylvania
$871K +$24K +810 +3%
MLL
395
Moody Lynn & Lieberson
Massachusetts
$867K
CIBC World Market
396
CIBC World Market
Ontario, Canada
$865K +$595K +20,130 +242%
CA
397
Cambridge Advisors
Nebraska
$850K -$4.71M -159,300 -89%
GJIC
398
Gamble Jones Investment Counsel
California
$850K -$6.95K -235 -0.8%
CAM
399
Concorde Asset Management
Michigan
$840K -$612K -20,695 -43%
PGFC
400
Peapack-Gladstone Financial Corp
New Jersey
$831K +$261K +8,825 +48%