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
PWM
1201
Paulson Wealth Management
Illinois
$247K -$259K -6,915 -51%
CDIA
1202
Capital Directions Investment Advisors
Georgia
$247K – – –
EA
1203
Elm Advisors
California
$247K +$6.54K +175 +3%
MTC
1204
McDaniel Terry & Co
Texas
$246K – – –
ACA
1205
Affinity Capital Advisors
California
$246K +$561 +15 +0.2%
EFSCE
1206
Enterprise Financial Services Corp (EFSC)
Missouri
$245K -$6.73K -180 -3%
LFA
1207
Lighthouse Financial Advisors
Maryland
$243K -$40.2K -1,075 -14%
GCA
1208
Gradient Capital Advisors
California
$243K – – –
MWM
1209
Maltin Wealth Management
New Jersey
$241K +$2.99K +80 +1%
MFP
1210
Meridian Financial Partners
Virginia
$240K – – –
RI
1211
Ridgewood Investments
New Jersey
$239K -$187 -5 -0.1%
HIS
1212
Harvest Investment Services
Illinois
$239K – – –
ClearBridge Investments
1213
ClearBridge Investments
New York
$236K +$41.7K +1,115 +21%
NorthRock Partners
1214
NorthRock Partners
Minnesota
$234K +$236K +6,325 New
IWA
1215
Intercontinental Wealth Advisors
Texas
$232K – – –
AIC
1216
Archer Investment Corporation
Indiana
$231K -$9.91K -265 -4%
PIA
1217
Perennial Investment Advisors
California
$230K -$7.48K -200 -3%
GDP
1218
Great Diamond Partners
Maine
$230K – – –
SWM
1219
Sugarloaf Wealth Management
Georgia
$228K -$6.73K -180 -3%
CWC
1220
Carolinas Wealth Consulting
North Carolina
$228K +$748 +20 +0.3%
JAWM
1221
J. Arnold Wealth Management
Ohio
$227K -$299K -7,990 -57%
EWP
1222
Engrave Wealth Partners
Texas
$225K -$9.91K -265 -4%
KC
1223
Kingfisher Capital
North Carolina
$225K +$227K +6,060 New
MWM
1224
McNaughton Wealth Management
California
$223K -$21.5K -575 -9%
Toronto Dominion Bank
1225
Toronto Dominion Bank
Ontario, Canada
$223K – – –