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
CIC
1976
Chilton Investment Company
Connecticut
$237K +$221K +3,900 New
BBW
1977
Blue Barn Wealth
Utah
$237K -$12.4K -219 -5%
TWM
1978
TriaGen Wealth Management
California
$236K +$220K +3,889 New
HAIM
1979
Hunter Associates Investment Management
Pennsylvania
$236K -$62K -1,095 -22%
TSW
1980
Thompson Siegel & Walmsley
Virginia
$236K – – –
AA
1981
Addison Advisors
Vermont
$236K – – –
SCA
1982
Stonebridge Capital Advisors
Minnesota
$236K +$10.7K +189 +5%
CWS
1983
Cypress Wealth Services
California
$235K -$137K -2,425 -39%
B
1984
Birchbrook
Maine
$235K -$132K -2,337 -38%
CMI
1985
Clare Market Investments
Texas
$234K – – –
HFRG
1986
Houlihan Financial Resource Group
Virginia
$233K – – –
WFA
1987
Wade Financial Advisory
California
$233K +$217K +3,835 New
TA
1988
TrueWealth Advisors
Alabama
$232K -$2.55K -45 -1%
CAM
1989
Concorde Asset Management
Michigan
$232K -$38.3K -676 -15%
MGIA
1990
Matthew Goff Investment Advisor
Texas
$231K -$13K -230 -6%
PP
1991
Pacifica Partners
Canada
$230K +$72.2K +1,276 +49%
RCM
1992
RMR Capital Management
California
$230K +$214K +3,785 New
E3F
1993
Eight 31 Financial
Texas
$229K +$213K +3,771 New
AMG
1994
Advisors Management Group
Wisconsin
$229K +$214K +3,773 New
RIG
1995
RiverFront Investment Group
Virginia
$228K +$213K +3,760 New
BPC
1996
Banque Pictet & Cie
Switzerland
$228K -$57.2K -1,010 -21%
DFA
1997
DHK Financial Advisors
New Hampshire
$228K – – –
HCM
1998
Hall Capital Management
Rhode Island
$228K – – –
GWA
1999
Gratus Wealth Advisors
Virginia
$227K -$123K -2,174 -35%
ORC
2000
O'Rourke & Company
Massachusetts
$227K – – –
78 79
80
81 82