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
AWE
126
Avidian Wealth Enterprises
Texas
$58.9M +$3.55M +60,451 +6%
DWM
127
Destination Wealth Management
California
$58.2M -$717K -12,200 -1%
CAL
128
Capital Analysts LLC
Pennsylvania
$58.1M +$811K +13,799 +1%
MA
129
MCF Advisors
Kentucky
$58M +$569K +9,690 +1%
AT
130
American Trust
Kentucky
$57.7M -$84.5K -1,438 -0.1%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$57.7M -$5.16M -87,816 -8%
WTC
132
WhitTier Trust Company
Nevada
$57M +$76.1K +1,296 +0.1%
FHA
133
First Horizon Advisors
Tennessee
$56.9M -$713K -12,141 -1%
MIA
134
MainStreet Investment Advisors
Illinois
$56.4M +$42.8M +728,862 +310%
VA
135
Valmark Advisers
Ohio
$56.2M -$1.39M -23,608 -2%
CPIG
136
Chicago Partners Investment Group
Illinois
$56.1M +$607K +10,333 +1%
PAG
137
Private Advisor Group
New Jersey
$55.8M +$2.81M +47,752 +5%
WI
138
Wintrust Investments
Illinois
$55.8M +$2.33M +39,625 +4%
BSB
139
Bangor Savings Bank
Maine
$55M +$274K +4,661 +0.5%
CA
140
Clearstead Advisors
Ohio
$54.9M +$8.28M +140,913 +18%
AWA
141
Alaska Wealth Advisors
Alaska
$54.5M -$2.29M -38,929 -4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$53.9M +$2.69M +45,773 +5%
AF
143
Arrow Financial
New York
$52.2M -$2.59M -44,088 -5%
BP
144
Ballentine Partners
Massachusetts
$52M -$1.26M -21,391 -2%
FHB
145
First Hawaiian Bank
Hawaii
$51M -$26.6M -453,496 -34%
PP
146
PDS Planning
Ohio
$50.3M +$1.37M +23,296 +3%
PRA
147
Pine Ridge Advisers
New York
$50M +$2.25M +38,355 +5%
MWM
148
Modera Wealth Management
New Jersey
$49.7M -$996K -16,953 -2%
WPA
149
West Paces Advisors
Georgia
$47.7M +$143K +2,429 +0.3%
HFS
150
HBC Financial Services
Washington
$47.5M -$525K -8,936 -1%