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
BWP
1301
Baldwin Wealth Partners
Massachusetts
$609K – – –
PL
1302
Plancorp LLC
Missouri
$609K – – –
TCA
1303
Transcend Capital Advisors
New Jersey
$608K +$56.3K +1,105 +10%
SWM
1304
SeaCrest Wealth Management
New York
$606K +$7.64K +150 +1%
LDB
1305
Lee, Danner & Bass
Tennessee
$597K – – –
BFA
1306
Bragg Financial Advisors
North Carolina
$597K – – –
GGI
1307
Godsey & Gibb Inc
Virginia
$596K +$607K +11,915 New
WAM
1308
Weatherly Asset Management
California
$594K -$10.2K -200 -2%
HFS
1309
Howard Financial Services
Texas
$593K +$4.33K +85 +0.7%
MA
1310
MONECO Advisors
Connecticut
$592K -$53.5K -1,050 -8%
RZH
1311
Relyea Zuckerberg Hanson
Connecticut
$592K -$11K -215 -2%
IDA
1312
Intelligence Driven Advisers
California
$591K +$319K +6,265 +107%
SCA
1313
Sage Capital Advisors
South Dakota
$591K +$2.29K +45 +0.4%
ECM
1314
EagleClaw Capital Management
Massachusetts
$589K – – –
EDRH
1315
Edmond de Rothschild Holding
Switzerland
$588K +$140K +2,750 +31%
WLPWM
1316
Walled Lake Planning & Wealth Management
Illinois
$588K -$64.2K -1,260 -10%
SHA
1317
Seneca House Advisors
Virginia
$585K -$9.43K -185 -2%
PPW
1318
Presilium Private Wealth
Pennsylvania
$583K +$4.08K +80 +0.7%
SNB
1319
Security National Bank
Nebraska
$582K -$155K -3,040 -21%
GAM
1320
Gemmer Asset Management
California
$582K +$50.9K +1,000 +9%
OSAM
1321
O'Shaughnessy Asset Management
Connecticut
$580K +$281K +5,520 +91%
PWA
1322
Peterson Wealth Advisors
Utah
$578K -$12.5K -245 -2%
OPWM
1323
Oakwell Private Wealth Management
Texas
$577K – – –
HFA
1324
High Falls Advisors
New York
$574K -$24.5K -480 -4%
BOPW
1325
Brandywine Oak Private Wealth
Pennsylvania
$574K -$21.4K -420 -4%
51 52
53
54 55