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
PMAS
1526
PNC Managed Account Solutions
Texas
$125K +$126K +2,330 New
WBC
1527
West Branch Capital
Massachusetts
$123K +$124K +2,290 New
LWP
1528
Lumature Wealth Partners
Georgia
$115K -$43.2K -800 -27%
BA
1529
Ballast Advisors
Minnesota
$115K – – –
DCM
1530
Disciplina Capital Management
Tennessee
$114K – – –
AAP
1531
Arax Advisory Partners
Colorado
$109K +$109K +2,020 New
BCM
1532
Bourgeon Capital Management
Connecticut
$107K – – –
KFP
1533
KB Financial Partners
New Jersey
$107K – – –
CMBA
1534
C.M. Bidwell & Associates
Hawaii
$106K – – –
BWM
1535
Baystate Wealth Management
Massachusetts
$106K +$36.2K +670 +52%
HWM
1536
Holloway Wealth Management
Florida
$105K – – –
ACA
1537
Aptus Capital Advisors
Alabama
$104K +$81K +1,500 +341%
FWM
1538
Focused Wealth Management
New York
$103K +$9.72K +180 +10%
CYG
1539
Clean Yield Group
Vermont
$102K +$103K +1,900 New
Vontobel Holding
1540
Vontobel Holding
Switzerland
$102K +$103K +1,900 New
PWMG
1541
Prestige Wealth Management Group
New Jersey
$101K -$20.2K -375 -17%
CW
1542
Cabot-Wellington
Massachusetts
$101K – – –
BCP
1543
Blue Chip Partners
Michigan
$101K +$102K +1,880 New
MRCM
1544
M&R Capital Management
New Jersey
$100K – – –
AWM
1545
AllSquare Wealth Management
New York
$97K – – –
RAM
1546
Riggs Asset Management
Pennsylvania
$97K – – –
KC
1547
Knuff & Co
California
$96K – – –
HIM
1548
HawsGoodwin Investment Management
Tennessee
$90K – – –
HFA
1549
Hoover Financial Advisors
Pennsylvania
$90K +$1.08K +20 +1%
EAM
1550
Eukles Asset Management
Ohio
$85K +$2.43K +45 +3%