We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1176
Caldwell Trust
Florida
$820K – – –
FC
1177
Financial Consulate
Maryland
$820K +$25K +450 +3%
LSPW
1178
Lake Street Private Wealth
Illinois
$820K +$233K +4,180 +41%
WCWM
1179
Willow Creek Wealth Management
California
$819K -$835 -15 -0.1%
PPP
1180
Private Portfolio Partners
New Jersey
$819K +$16.1K +290 +2%
GWM
1181
GDS Wealth Management
Texas
$815K +$801K +14,395 New
WDG
1182
Wealth Dimensions Group
Ohio
$814K -$1.67K -30 -0.2%
GWM
1183
GSB Wealth Management
Connecticut
$813K +$382K +6,865 +92%
GMA
1184
Goldstein Munger & Associates
California
$811K – – –
HA
1185
HFG Advisors
Ohio
$809K +$795K +14,290 New
SWM
1186
SFG Wealth Management
Maryland
$808K +$795K +14,275 New
WPC
1187
Wedmont Private Capital
Pennsylvania
$806K +$807K +14,490 New
CL
1188
CPWM LLC
Washington
$805K – – –
CGPCS
1189
Capital Group Private Client Services
California
$805K +$5.84K +105 +0.7%
SDWMA
1190
Schneider Downs Wealth Management Advisors
Pennsylvania
$803K +$13.1K +235 +2%
CPSC
1191
Carl P. Sherr & Co
Massachusetts
$799K – – –
RSS
1192
Rosenblum Silverman Sutton
California
$799K +$191K +3,435 +32%
LC
1193
Lincoln Capital
Nebraska
$798K +$39K +700 +5%
GPA
1194
Garrison Point Advisors
California
$797K – – –
SWM
1195
SeaCrest Wealth Management
New York
$791K +$38.1K +685 +5%
BA
1196
Bridge Advisory
California
$791K +$42.3K +760 +6%
BWG
1197
Beta Wealth Group
California
$789K – – –
MSCM
1198
McElhenny Sheffield Capital Management
Texas
$786K -$114K -2,055 -13%
AUB
1199
Atlantic Union Bankshares
Virginia
$784K +$282K +5,060 +58%
JFG
1200
JMG Financial Group
Illinois
$782K – – –
46 47
48
49 50