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
BHTS
1526
Bar Harbor Trust Services
Maine
$325K +$9.74K +175 +3%
RFA
1527
Resurgent Financial Advisors
Georgia
$324K +$318K +5,720 New
AWM
1528
Aberdeen Wealth Management
Illinois
$324K +$319K +5,725 New
CCT
1529
Capital City Trust
Florida
$323K – – –
KFP
1530
KMG Fiduciary Partners
Ohio
$323K +$16.4K +295 +5%
SW
1531
SkyOak Wealth
Michigan
$322K -$1.11K -20 -0.4%
PIA
1532
Perennial Investment Advisors
California
$321K -$55.4K -995 -15%
PCM
1533
Princeton Capital Management
New Jersey
$321K – – –
SBL
1534
Sargent Bickham Lagudis
Colorado
$320K – – –
SW
1535
SlateStone Wealth
Florida
$320K – – –
Betterment LLC
1536
Betterment LLC
New York
$320K +$314K +5,645 New
ADBIC
1537
A.D. Beadell Investment Counsel
Wisconsin
$319K – – –
Donaldson Capital Management
1538
Donaldson Capital Management
Indiana
$319K +$13.9K +250 +5%
CPA
1539
Capital Planning Advisors
California
$317K +$9.46K +170 +3%
SRC
1540
Shufro Rose & Co
New York
$317K +$312K +5,600 New
SLF
1541
Sun Life Financial
Ontario, Canada
$314K – – –
APW
1542
Aurora Private Wealth
New Jersey
$314K +$1.67K +30 +0.5%
PD
1543
Planning Directions
Pennsylvania
$314K +$18.6K +335 +6%
CIC
1544
Cutler Investment Counsel
Oregon
$313K +$10.9K +195 +4%
ANBT
1545
American National Bank & Trust
Texas
$312K – – –
Boston Trust Walden
1546
Boston Trust Walden
Massachusetts
$311K +$306K +5,490 New
CHAM
1547
Clear Harbor Asset Management
Connecticut
$311K +$306K +5,495 New
MWM
1548
Madison Wealth Management
Ohio
$310K -$15.3K -275 -5%
FP
1549
Financial Perspectives
Minnesota
$310K +$278 +5 +0.1%
North Star Asset Management
1550
North Star Asset Management
Wisconsin
$309K +$55.7K +1,000 +22%