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
T
2001
Tidemark
California
$188K +$172K +3,390 New
SA
2002
Scarborough Advisors
Maryland
$185K -$3.56M -70,150 -95%
IWA
2003
Icon Wealth Advisors
Texas
$185K +$169K +3,340 New
GWSG
2004
GPS Wealth Strategies Group
Colorado
$183K -$20.3K -400 -11%
VAMG
2005
Voisard Asset Management Group
Michigan
$180K +$165K +3,255 New
PSB
2006
Piscataqua Savings Bank
New Hampshire
$179K – – –
MHR
2007
Matthew Hamilton Rosenberg
$177K – – –
GA
2008
GoalVest Advisory
New York
$175K – – –
CPG
2009
Cornerstone Planning Group
New Jersey
$174K -$89.5K -1,765 -36%
ODG
2010
O'Dell Group
Ohio
$172K +$157K +3,105 New
SIC
2011
SJS Investment Consulting
Ohio
$169K +$92.6K +1,825 +148%
JPWM
2012
Jamison Private Wealth Management
Georgia
$169K +$39.1K +770 +34%
FUBT
2013
First United Bank & Trust
Maryland
$162K +$148K +2,925 New
SWM
2014
Sanctuary Wealth Management
Idaho
$160K +$147K +2,890 New
CLOS
2015
Compagnie Lombard Odier SCmA
Switzerland
$160K – – –
CWP
2016
Concord Wealth Partners
Virginia
$158K +$5.07K +100 +4%
RFA
2017
Register Financial Advisors
Georgia
$157K -$34.7K -685 -19%
JWM
2018
Janiczek Wealth Management
Colorado
$154K -$30.2K -595 -18%
WWMSC
2019
Wagner Wealth Management (South Carolina)
South Carolina
$153K – – –
VCM
2020
Versant Capital Management
Arizona
$152K +$27.1K +535 +24%
DCM
2021
Disciplina Capital Management
Tennessee
$150K – – –
HDIM
2022
Hanson & Doremus Investment Management
Vermont
$148K – – –
MIM
2023
MTM Investment Management
South Carolina
$146K – – –
ECM
2024
Elgethun Capital Management
South Dakota
$144K +$507 +10 +0.4%
EAM
2025
Eukles Asset Management
Ohio
$142K +$5.83K +115 +5%
79 80
81
82 83