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
MFS
2451
Madrona Financial Services
Washington
$223K +$212K +2,887 New
IIM
2452
InTrack Investment Management
Vermont
$222K +$212K +2,885 New
RCM
2453
RMR Capital Management
California
$222K +$212K +2,885 New
SWM
2454
Shrier Wealth Management
California
$222K +$212K +2,885 New
CWMS
2455
Cannon Wealth Management Services
North Carolina
$222K -$17.9K -244 -8%
WWA
2456
Wingate Wealth Advisors
Massachusetts
$221K +$211K +2,871 New
CTWM
2457
Cherry Tree Wealth Management
Minnesota
$221K – – –
EBA
2458
Eagle Bay Advisors
New York
$220K +$209K +2,849 New
CF
2459
Carlson Financial
Oregon
$218K +$208K +2,835 New
CFS
2460
Cannon Financial Strategists
Georgia
$218K +$207K +2,827 New
OCM
2461
Osbon Capital Management
Massachusetts
$218K – – –
SI
2462
Stash Investments
New York
$218K +$207K +2,822 New
SCFS
2463
Stewardship Concepts Financial Services
Washington
$217K +$206K +2,814 New
CS
2464
Capital Square
Tennessee
$216K +$5.14K +70 +3%
MCFP
2465
Mallini Complete Financial Planning
Florida
$216K – – –
EWM
2466
Evolution Wealth Management
Florida
$216K – – –
SC
2467
Stolper & Co
Oklahoma
$216K +$206K +2,802 New
RIS
2468
Richmond Investment Services
Wisconsin
$216K -$208K -2,835 -50%
BFA
2469
Bridgelight Financial Advisors
Connecticut
$216K +$205K +2,796 New
CWM
2470
Capstone Wealth Management
Montana
$215K +$205K +2,795 New
TIA
2471
TCFG Investment Advisors
California
$215K +$204K +2,786 New
EAM
2472
Eukles Asset Management
Ohio
$215K +$220 +3 +0.1%
SA
2473
Strategic Advisors
New York
$213K -$67.5K -920 -25%
GPW
2474
Gentry Private Wealth
Kansas
$213K +$203K +2,764 New
HCA
2475
Harpswell Capital Advisors
Maine
$213K +$203K +2,760 New