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
CLP
2101
Charis Legacy Partners
Texas
$268K +$276K +4,305 New
FRA
2102
Frank Rimerman Advisors
California
$268K
DWA
2103
Douglass Winthrop Advisors
New York
$268K -$81.1K -1,265 -23%
VP
2104
Verum Partners
North Carolina
$267K +$962 +15 +0.4%
TCWM
2105
Total Clarity Wealth Management
Illinois
$267K
AFA
2106
Alpha Financial Advisors
North Carolina
$266K -$128 -2 -0%
FF
2107
Francis Financial
$265K -$2.12K -33 -0.8%
MAM
2108
McLean Asset Management
Virginia
$265K +$64 +1 +0%
SA
2109
Strategic Advisors
New York
$265K -$100K -1,565 -27%
CCM
2110
Chilton Capital Management
Texas
$264K +$8.34K +130 +3%
CB
2111
Chris Bulman
California
$263K +$2.18K +34 +0.8%
MAM
2112
Marquette Asset Management
Minnesota
$262K -$4.81K -75 -2%
WFA
2113
WestHill Financial Advisors
California
$261K +$321 +5 +0.1%
MWA
2114
Medallion Wealth Advisors
Connecticut
$261K +$271K +4,219 New
RLIM
2115
Red Lighthouse Investment Management
New York
$261K
PMSA
2116
Patrick M. Sweeney & Associates
Illinois
$261K
Schroder Investment Management Group
2117
Schroder Investment Management Group
United Kingdom
$261K
BOSSRA
2118
B.O.S.S. Retirement Advisors
Utah
$261K +$268K +4,182 New
PF
2119
Penney Financial
Texas
$260K
NPT
2120
Nixon Peabody Trust
Massachusetts
$260K +$19.2K +300 +8%
SP
2121
Sequent Planning
Nebraska
$259K +$26.9K +420 +11%
ODG
2122
O'Dell Group
Ohio
$259K +$266K +4,155 New
PWM
2123
Praetorian Wealth Management
California
$259K +$266K +4,155 New
BCM
2124
Basso Capital Management
Connecticut
$259K +$266K +4,150 New
MCM
2125
Mengis Capital Management
Oregon
$258K +$770 +12 +0.3%