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
KLWA
1901
Kelly Lawrence W & Associates
California
– -$158K -3,000 Closed
CW
1902
Cabot-Wellington
Massachusetts
– -$99K -1,885 Closed
CPC
1903
Consolidated Planning Corp
Georgia
– -$78K -1,475 Closed
VCM
1904
Versant Capital Management
Arizona
– -$57K -1,080 Closed
CI
1905
CX Institutional
Indiana
– -$55K -1,045 Closed
PWM
1906
Prentice Wealth Management
New York
– -$43K -820 Closed
CICI
1907
Capital Investment Counsel Inc
North Carolina
– -$31K -580 Closed
RPCA
1908
Running Point Capital Advisors
California
– -$30K -565 Closed
PWA
1909
Phoenix Wealth Advisors
North Carolina
– -$26K -490 Closed
BAM
1910
Baldrige Asset Management
Pennsylvania
– -$16K -310 Closed
BCMIO
1911
Beacon Capital Management Inc (Ohio)
Ohio
– -$13K -245 Closed
CPWM
1912
Cypress Point Wealth Management
Texas
– -$11K -215 Closed
SAI
1913
Systematic Alpha Investments
New Jersey
– -$11K -205 Closed
CG
1914
Cutler Group
California
– -$10.9K -195 Closed
LDFR
1915
Lehman & Derafelo Financial Resources
Pennsylvania
– -$10K -190 Closed
FBT
1916
First Bank & Trust
South Dakota
– -$8K -160 Closed
AFIA
1917
America First Investment Advisors
Nebraska
– -$3K -150 Closed
DOA
1918
D'Orazio & Associates
Virginia
– -$7K -140 Closed
RCA
1919
Ranch Capital Advisors
Florida
– -$3K -65 Closed
WLPWM
1920
Walled Lake Planning & Wealth Management
Illinois
– -$2K -30 Closed