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
EWA
2051
Emergent Wealth Advisors
New York
$206K +$192K +3,399 New
SIMG
2052
Sonora Investment Management Group
Arizona
$206K -$14K -247 -7%
FCM
2053
Fogel Capital Management
Florida
$204K +$197K +3,480 New
JPWM
2054
Jamison Private Wealth Management
Georgia
$203K +$16.8K +297 +10%
FDS
2055
Freedom Day Solutions
Texas
$203K +$189K +3,344 New
HIG
2056
Heritage Investment Group
Florida
$203K +$189K +3,340 New
FVCM
2057
F&V Capital Management
Florida
$203K +$190K +3,350 New
SFP
2058
Strategic Financial Planning
Texas
$203K +$189K +3,339 New
FF
2059
Francis Financial
$203K +$189K +3,335 New
RWS
2060
Resolute Wealth Strategies
Mississippi
$202K -$56.8K -1,004 -23%
NAMM
2061
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K +$189K +3,330 New
Schroder Investment Management Group
2062
Schroder Investment Management Group
United Kingdom
$202K -$64.3K -1,136 -25%
FAM
2063
Formidable Asset Management
Ohio
$202K +$188K +3,325 New
TAM
2064
TCP Asset Management
Ohio
$202K +$188K +3,325 New
SIG
2065
Stonegate Investment Group
Alabama
$202K +$188K +3,325 New
GFPC
2066
Global Financial Private Client
Florida
$201K +$104K +1,830 +122%
PPW
2067
Presilium Private Wealth
Pennsylvania
$201K -$19.6K -347 -9%
SCM
2068
SCS Capital Management
Massachusetts
$200K +$187K +3,300 New
VAMG
2069
Voisard Asset Management Group
Michigan
$198K – – –
AGWCA
2070
Annis Gardner Whiting Capital Advisors
Florida
$195K +$85.7K +1,513 +89%
Russell Investments Group
2071
Russell Investments Group
United Kingdom
$193K -$2.62M -46,279 -94%
MHR
2072
Matthew Hamilton Rosenberg
$193K – – –
GA
2073
GoalVest Advisory
New York
$191K – – –
CJ
2074
Caitlin John
Michigan
$189K -$22.7K -401 -11%
CWM
2075
Compass Wealth Management
Connecticut
$188K -$59.7K -1,055 -25%