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
APWM
1501
Atlas Private Wealth Management
New York
$143K -$5.99K -120 -4%
PAI
1502
Pittenger & Anderson Inc
Nebraska
$143K +$74.9K +1,500 +120%
SL
1503
Savior LLC
Massachusetts
$141K – – –
RMC
1504
Resources Management Corp
Connecticut
$135K +$89.9K +1,800 +228%
FM
1505
Family Management
New York
$133K – – –
RWG
1506
Regal Wealth Group
California
$127K +$250 +5 +0.2%
SA
1507
SRH Advisors
Kansas
$125K – – –
JHCP
1508
Jackson Hole Capital Partners
Oklahoma
$125K +$1.75K +35 +1%
Gradient Investments
1509
Gradient Investments
Minnesota
$121K -$23.2K -465 -17%
PWMG
1510
Prestige Wealth Management Group
New Jersey
$117K -$13.7K -275 -11%
MWP
1511
Meridian Wealth Partners
Pennsylvania
$116K – – –
FA
1512
Financial Advantage
Maryland
$115K – – –
AssetMark Inc
1513
AssetMark Inc
California
$115K +$58.7K +1,175 +114%
BA
1514
Ballast Advisors
Minnesota
$111K – – –
DCM
1515
Disciplina Capital Management
Tennessee
$111K +$23.7K +475 +29%
BCM
1516
Bourgeon Capital Management
Connecticut
$104K – – –
KFP
1517
KB Financial Partners
New Jersey
$104K +$99.9K +2,000 New
CMBA
1518
C.M. Bidwell & Associates
Hawaii
$103K – – –
HWM
1519
Holloway Wealth Management
Florida
$102K – – –
TCWM
1520
Total Clarity Wealth Management
Illinois
$102K +$97.4K +1,950 New
CW
1521
Cabot-Wellington
Massachusetts
$98K – – –
MRCM
1522
M&R Capital Management
New Jersey
$97K – – –
AWM
1523
AllSquare Wealth Management
New York
$94K – – –
RAM
1524
Riggs Asset Management
Pennsylvania
$94K – – –
NFSG
1525
Newbridge Financial Services Group
Florida
$94K +$58.9K +1,180 +189%