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
WG
2201
Warner Group
Connecticut
$325K +$309K +4,216 New
KWM
2202
KFG Wealth Management
Indiana
$325K -$12.5K -170 -4%
PCM
2203
Prelude Capital Management
New York
$325K +$309K +4,210 New
WFA
2204
WestHill Financial Advisors
California
$324K -$880 -12 -0.3%
RLIM
2205
Red Lighthouse Investment Management
New York
$323K
AAS
2206
Annex Advisory Services
Wisconsin
$322K +$68.6K +935 +29%
DW30
2207
Drucker Wealth 3.0
New Jersey
$322K +$307K +4,178 New
FWMP
2208
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$322K +$306K +4,175 New
IP
2209
Intellectus Partners
California
$321K
CAM
2210
Clark Asset Management
New Hampshire
$320K +$305K +4,153 New
MAS
2211
MPWM Advisory Solutions
Georgia
$320K +$3.52K +48 +1%
MSCM
2212
McElhenny Sheffield Capital Management
Texas
$319K +$50.7K +691 +20%
SFS
2213
Strategic Financial Services
New York
$319K
CWP
2214
Cyndeo Wealth Partners
Florida
$318K +$63.8K +870 +27%
EWP
2215
Equity Wealth Partners
Missouri
$318K +$11.9K +162 +4%
JHC
2216
J. Hagan Capital
Kentucky
$317K +$69.6K +949 +30%
KFS
2217
Krane Financial Solutions
California
$317K +$24.8K +338 +9%
SP
2218
Sequent Planning
Nebraska
$317K -$67.4K -919 -18%
CAP
2219
Cordoba Advisory Partners
New York
$317K
TCWM
2220
Total Clarity Wealth Management
Illinois
$316K +$301K +4,102 New
CFG
2221
Clayton Financial Group
Missouri
$316K +$147 +2 +0%
AA
2222
Aufman Associates
Pennsylvania
$315K
WPW
2223
Winthrop Partners - WNY
New York
$315K
AOWM
2224
Asset One Wealth Management
Washington
$315K +$8.51K +116 +3%
MWA
2225
Medallion Wealth Advisors
Connecticut
$314K +$2.05K +28 +0.7%