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
UBS AM
101
UBS AM
Illinois
$43.8M +$1.61M +41,600 +4%
BPB
102
Badgley, Phelps & Bell
Washington
$43.2M +$636K +16,475 +2%
MWM
103
Modera Wealth Management
New Jersey
$43.1M -$1.97M -50,940 -4%
US Bancorp
104
US Bancorp
Minnesota
$42.9M -$5.46M -141,245 -11%
SPC
105
Sigma Planning Corp
Michigan
$42.8M +$4.74M +122,605 +13%
QIM
106
Quantitative Investment Management
Virginia
$42.4M +$14.9M +385,500 +55%
EWM
107
Evermay Wealth Management
Virginia
$42.2M +$404K +10,455 +1%
BTS
108
BB&T Securities
Virginia
$41.6M +$1.91M +49,370 +5%
PPA
109
Parametric Portfolio Associates
Washington
$40.8M -$128K -3,315 -0.3%
KA
110
Klingman & Associates
New York
$40.7M +$2.2M +56,910 +6%
FAAS
111
First Allied Advisory Services
California
$39.7M +$7.61M +197,065 +24%
CFG
112
Citizens Financial Group
Rhode Island
$39.5M -$1.68M -43,525 -4%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$38.7M +$453K +11,735 +1%
CFG
114
CKW Financial Group
Hawaii
$38.3M +$1.46M +37,800 +4%
NA
115
Nottingham Advisors
New York
$37.6M +$302K +7,810 +0.8%
PAG
116
Private Advisor Group
New Jersey
$37.3M -$1.26M -32,695 -3%
LFS
117
Lutz Financial Services
Nebraska
$36.5M +$843K +21,830 +2%
CAL
118
Capital Analysts LLC
Pennsylvania
$35.8M +$1.02M +26,320 +3%
DWM
119
Destination Wealth Management
California
$35.4M -$236K -6,105 -0.7%
GC
120
Grimes & Company
Massachusetts
$35.1M -$65.7K -1,700 -0.2%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$35M +$5.13M +132,670 +17%
FHB
122
First Hawaiian Bank
Hawaii
$34.3M -$52.3K -1,355 -0.2%
Lazard Asset Management
123
Lazard Asset Management
New York
$34.2M -$1.01M -26,035 -3%
CWM
124
Connecticut Wealth Management
Connecticut
$33.1M +$848K +21,945 +3%
BFA
125
Beaumont Financial Advisors
Massachusetts
$33M +$407K +10,545 +1%