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
KC
1726
Kingfisher Capital
North Carolina
$352K +$2.79K +55 +0.9%
GWMR
1727
GC Wealth Management RIA
Massachusetts
$352K +$322K +6,350 New
JB Capital
1728
JB Capital
Connecticut
$352K -$10.9M -215,340 -97%
BFG
1729
Berger Financial Group
Minnesota
$350K – – –
CWS
1730
Cypress Wealth Services
California
$349K -$1.62M -31,915 -84%
JPMIA
1731
J.P. Marvel Investment Advisors
Massachusetts
$349K – – –
AO
1732
Advisor OS
Illinois
$347K +$318K +6,260 New
AWM
1733
Abound Wealth Management
Tennessee
$347K -$14.5K -285 -4%
AA
1734
Ashford Advisors
New York
$346K – – –
SFM
1735
Signet Financial Management
New Jersey
$344K +$54.3K +1,070 +21%
B
1736
Birchbrook
Maine
$344K +$315K +6,205 New
GWA
1737
Gratus Wealth Advisors
Virginia
$344K +$315K +6,205 New
DI
1738
DFPG Investments
Utah
$344K +$79.6K +1,570 +33%
FM
1739
Foster & Motley
Ohio
$343K +$10.7K +210 +4%
Loring Wolcott & Coolidge Fiduciary Advisors
1740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K -$190K -3,750 -37%
FB
1741
First Bancorp
Maine
$342K -$3.55K -70 -1%
PCS
1742
Personal CFO Solutions
New Jersey
$342K – – –
FF
1743
Fox Financial
Pennsylvania
$341K +$312K +6,155 New
AL
1744
ADE LLC
Maryland
$341K – – –
TAM
1745
Tucker Asset Management
Colorado
$341K – – –
Summit Trail Advisors
1746
Summit Trail Advisors
New York
$340K +$70K +1,380 +29%
WWM
1747
Waterway Wealth Management
Texas
$339K +$310K +6,105 New
AR
1748
Apeiron RIA
Texas
$338K -$940K -18,525 -75%
TF
1749
Trek Financial
Arizona
$338K -$1.6M -31,515 -84%
AGC
1750
Aspen Grove Capital
Colorado
$338K – – –