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
SFP
1526
Shepherd Financial Partners
Massachusetts
$806K – – –
HC
1527
Hamilton Capital
Ohio
$806K -$28.9K -450 -3%
CS
1528
Cannell & Spears
New York
$805K +$829K +12,927 New
PMFA
1529
Plante Moran Financial Advisors
Michigan
$802K -$21.8K -340 -3%
GSEP
1530
Golden State Equity Partners
California
$800K +$3.08K +48 +0.4%
WWA
1531
Wingate Wealth Advisors
Massachusetts
$799K +$822K +12,818 New
SAM
1532
Sawgrass Asset Management
Florida
$798K -$315K -4,910 -28%
PS
1533
Pinney & Scofield
Massachusetts
$796K +$820K +12,780 New
ZIC
1534
ZWJ Investment Counsel
Georgia
$790K +$6.54K +102 +0.8%
LC
1535
Lavaca Capital
Texas
$787K +$367K +5,723 +83%
SCA
1536
Sage Capital Advisors
South Dakota
$786K +$3.27K +51 +0.4%
HPM
1537
Hoxton Planning & Management
West Virginia
$785K -$3.72K -58 -0.5%
FDCDDQ
1538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$782K -$37.6K -587 -4%
DP
1539
Dearborn Partners
Illinois
$780K +$37.1K +578 +5%
IRAG
1540
Investment Research & Advisory Group
Georgia
$777K +$7.2M +112,285 +906%
SHJ
1541
Sharkey, Howes & Javer
Colorado
$776K +$31.5K +491 +4%
TTWM
1542
TCV Trust & Wealth Management
Virginia
$776K +$24.1K +375 +3%
UB
1543
Umpqua Bank
Oregon
$776K – – –
WLPWM
1544
Walled Lake Planning & Wealth Management
Illinois
$776K -$449 -7 -0.1%
IWB
1545
Innovative Wealth Building
Maryland
$775K +$798K +12,435 New
QWP
1546
Quotient Wealth Partners
Texas
$774K -$37.8K -590 -5%
WP
1547
Westmount Partners
California
$773K +$1.73K +27 +0.2%
EWM
1548
Executive Wealth Management
Michigan
$771K +$10.3K +161 +1%
AF
1549
Alerus Financial
North Dakota
$770K – – –
MWM
1550
Modern Wealth Management
Kansas
$769K +$204K +3,180 +35%
60 61
62
63 64