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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2476
Scissortail Wealth Management
Oklahoma
-$446K -7,165 Closed
WF
2477
WoodTrust Financial
Wisconsin
-$438K -7,025 Closed
FTUS
2478
Flow Traders U.S.
New York
-$406K -6,521 Closed
CST
2479
Charles Schwab Trust
Nevada
-$378K -6,065 Closed
CFSG
2480
Community Financial Services Group
Vermont
-$349K -5,608 Closed
SMG
2481
Smart Money Group
Texas
-$327K -5,247 Closed
BKA
2482
Brick & Kyle Associates
Pennsylvania
-$313K -5,025 Closed
PD
2483
Planning Directions
Pennsylvania
-$310K -4,969 Closed
FOA
2484
Five Oceans Advisors
California
-$277K -4,450 Closed
EWA
2485
Emergent Wealth Advisors
New York
-$270K -4,336 Closed
DWA
2486
Douglass Winthrop Advisors
New York
-$268K -4,295 Closed
VP
2487
Verum Partners
North Carolina
-$267K -4,289 Closed
FF
2488
Francis Financial
-$265K -4,249 Closed
ODG
2489
O'Dell Group
Ohio
-$259K -4,155 Closed
SFS
2490
Symphony Financial Services
Ohio
-$250K -4,006 Closed
SFM
2491
Signet Financial Management
New Jersey
-$248K -3,986 Closed
SGWM
2492
Sterling Group Wealth Management
California
-$234K -3,749 Closed
MAP
2493
Moody Aldrich Partners
Massachusetts
-$232K -3,725 Closed
RWA
2494
Roberts Wealth Advisors
California
-$235K -3,675 Closed
FLA
2495
Financial Life Advisors
Texas
-$229K -3,672 Closed
Select Equity Group
2496
Select Equity Group
New York
-$227K -3,641 Closed
SCP
2497
Shorepoint Capital Partners
Massachusetts
-$226K -3,632 Closed
FFG
2498
Fiduciary Financial Group
California
-$222K -3,591 Closed
SWIG
2499
Strategic Wealth Investment Group
Kentucky
-$218K -3,506 Closed
AMIM
2500
Aull & Monroe Investment Management
Alabama
-$218K -3,500 Closed