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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2501
Redmond Asset Management
Virginia
$204K +$194K +2,646 New
PAMG
2502
Patton Albertson Miller Group
Tennessee
$204K -$474K -6,455 -71%
AFA
2503
Allium Financial Advisors
Oregon
$204K +$194K +2,645 New
AF
2504
Abound Financial
California
$204K – – –
PE
2505
PCM Encore
Colorado
$204K +$194K +2,641 New
SJGA
2506
Stephen J. Garry & Associates
New York
$204K +$194K +2,640 New
NS
2507
Northland Securities
Minnesota
$203K +$193K +2,630 New
HWP
2508
Hibernia Wealth Partners
Louisiana
$202K -$216K -2,949 -53%
HNH
2509
Hopwood Nicholas Hunter
$202K +$192K +2,619 New
SPI
2510
Sutton Place Investors
New York
$201K +$192K +2,610 New
RWRC
2511
R.W. Roge & Company
New York
$201K +$191K +2,607 New
CBTWT
2512
Community Bank & Trust (Waco, Texas)
Texas
$201K +$192K +2,612 New
WMS
2513
Wealth Management Strategies
Pennsylvania
$200K +$191K +2,599 New
3IP
2514
3Chopt Investment Partners
Virginia
$200K – – –
JGIA
2515
Jackson Grant Investment Advisers
Connecticut
$199K +$3.67K +50 +2%
NFSG
2516
Newbridge Financial Services Group
Florida
$198K +$137K +1,871 +267%
CWP
2517
Concord Wealth Partners
Virginia
$193K +$184K +2,508 New
PWM
2518
Provident Wealth Management
Tennessee
$193K -$1.25K -17 -0.7%
OL
2519
one8zero8 LLC
North Carolina
$193K – – –
CFSG
2520
Community Financial Services Group
Vermont
$193K +$13.6K +185 +8%
PCTC
2521
Perkins Coie Trust Company
Washington
$189K – – –
W
2522
WealthCollab
Washington
$187K – – –
SA
2523
SRH Advisors
Kansas
$186K – – –
BC
2524
Barrett & Company
Rhode Island
$184K – – –
PFA
2525
Pillar Financial Advisors
Kentucky
$176K – – –