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
RRCM
1701
Rappaport Reiches Capital Management
Illinois
$432K – – –
Tradition Wealth Management
1702
Tradition Wealth Management
Minnesota
$432K +$113 +2 +0%
Grant Street Asset Management
1703
Grant Street Asset Management
Pennsylvania
$431K -$76.3K -1,348 -16%
Sawgrass Asset Management
1704
Sawgrass Asset Management
Florida
$431K – – –
DWM
1705
Defined Wealth Management
Oregon
$431K – – –
SB
1706
Sunflower Bank
Texas
$430K – – –
Falcon Wealth Planning
1707
Falcon Wealth Planning
California
$426K -$7.64K -135 -2%
ARS Investment Partners
1708
ARS Investment Partners
New York
$425K – – –
CWA Asset Management Group
1709
CWA Asset Management Group
Florida
$425K -$1.81K -32 -0.5%
EA
1710
Eudaimonia Advisors
Tennessee
$425K – – –
SAM
1711
SP Asset Management
California
$422K +$396 +7 +0.1%
GWM
1712
Greenhouse Wealth Management
Connecticut
$421K +$906 +16 +0.2%
4WM
1713
4J Wealth Management
Virginia
$420K -$50.3K -889 -11%
Transform Wealth
1714
Transform Wealth
Colorado
$420K +$110K +1,942 +39%
LMKC
1715
L.M. Kohn & Company
Ohio
$417K -$8.6K -152 -2%
PAA
1716
Peregrine Asset Advisers
Oregon
$416K – – –
Marquette Asset Management
1717
Marquette Asset Management
Minnesota
$415K -$94.8K -1,675 -20%
OWMIAS
1718
One Wealth Management Investment & Advisory Services
Florida
$414K -$57.2K -1,010 -13%
Van Cleef Asset Management
1719
Van Cleef Asset Management
Ohio
$413K +$849 +15 +0.2%
RFG
1720
Range Financial Group
Oregon
$413K -$93.1K -1,645 -19%
World Investment Advisors
1721
World Investment Advisors
California
$411K -$173K -3,059 -31%
OIA
1722
Optimum Investment Advisors
Illinois
$411K – – –
AO
1723
Advisor OS
Illinois
$410K +$28.1K +497 +8%
BG
1724
Benedetti & Gucer
Georgia
$410K -$72.3K -1,277 -16%
Sunburst Financial Group
1725
Sunburst Financial Group
Alabama
$410K +$92.6K +1,635 +32%