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
DLCIG
1801
D.L. Carlson Investment Group
New Hampshire
– -$381K -8,415 Closed
TI
1802
Trexquant Investment
Connecticut
– -$355K -7,845 Closed
FRA
1803
Frank Rimerman Advisors
California
– -$353K -7,805 Closed
EFSCE
1804
Enterprise Financial Services Corp (EFSC)
Missouri
– -$331K -7,310 Closed
WG
1805
Welch Group
Alabama
– -$330K -7,300 Closed
BFG
1806
Berger Financial Group
Minnesota
– -$326K -7,200 Closed
AAS
1807
Annex Advisory Services
Wisconsin
– -$322K -7,120 Closed
HWA
1808
Heartwood Wealth Advisors
Virginia
– -$314K -6,950 Closed
QCM
1809
Quantinno Capital Management
New York
– -$282K -6,240 Closed
RTS
1810
Round Table Services
New Jersey
– -$280K -6,185 Closed
MFP
1811
Meridian Financial Partners
Virginia
– -$299K -6,125 Closed
DWM
1812
Drive Wealth Management
Utah
– -$269K -5,940 Closed
PMG
1813
Private Management Group
California
– -$265K -5,865 Closed
WPC
1814
White Pine Capital
Minnesota
– -$256K -5,655 Closed
CPSAC
1815
Chas P. Smith & Associates (CPS)
Florida
– -$245K -5,425 Closed
TWP
1816
Total Wealth Planning
Ohio
– -$244K -5,405 Closed
VWA
1817
Visionary Wealth Advisors
Illinois
– -$242K -5,355 Closed
BFIM
1818
Beese Fulmer Investment Management
Ohio
– -$241K -5,320 Closed
BBW
1819
Blue Barn Wealth
Utah
– -$239K -5,290 Closed
LWM
1820
Laidlaw Wealth Management
New York
– -$239K -5,280 Closed
JSL
1821
JT Stratford LLC
Georgia
– -$235K -5,195 Closed
HWM
1822
Horizon Wealth Management
Illinois
– -$230K -5,075 Closed
EWA
1823
Evolution Wealth Advisors
Florida
– -$215K -4,760 Closed
ORC
1824
O'Rourke & Company
Massachusetts
– -$213K -4,715 Closed
CA
1825
Carson Advisory
Georgia
– -$208K -4,605 Closed