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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
2526
Golden State Equity Partners
California
$175K -$1.38M -18,846 -89%
MCM
2527
Manchester Capital Management
Vermont
$175K +$150K +2,048 +944%
AA
2528
Addison Advisors
Vermont
$174K -$160K -2,183 -49%
AWA
2529
Acumen Wealth Advisors
Tennessee
$174K -$15.1K -206 -8%
KB
2530
Kimelman & Baird
New York
$173K – – –
MNA
2531
Manning & Napier Advisors
New York
$173K – – –
FGC
2532
Financial Gravity Companies
Texas
$172K +$163K +2,226 New
FUBT
2533
First United Bank & Trust
Maryland
$171K – – –
SC
2534
Steph & Co
Wisconsin
$169K – – –
SMA
2535
Sage Mountain Advisors
Georgia
$168K – – –
TLA
2536
Tanglewood Legacy Advisors
Texas
$167K – – –
KFGG
2537
Keystone Financial Group (Georgia)
Georgia
$166K – – –
RFA
2538
Reyes Financial Architecture
California
$166K -$954 -13 -0.6%
PF
2539
PlanVest Financial
Maryland
$165K +$4.48K +61 +3%
WA
2540
Walsh & Associates
Florida
$162K +$26.4K +360 +21%
HC
2541
Hara Capital
Washington
$158K – – –
RBC
2542
Roble Belko & Company
Pennsylvania
$158K +$147 +2 +0.1%
MAM
2543
Marquette Asset Management
Minnesota
$156K -$26.6K -363 -15%
MFA
2544
Morling Financial Advisors
California
$155K – – –
VR
2545
Vision Retirement
New Jersey
$155K -$14.1K -192 -9%
DWA
2546
Delos Wealth Advisors
Texas
$154K – – –
CMBA
2547
C.M. Bidwell & Associates
Hawaii
$153K – – –
IF
2548
Integrity Financial
Wyoming
$151K +$147 +2 +0.1%
CWM
2549
Copia Wealth Management
Oregon
$150K – – –
HFS
2550
Hughes Financial Services
Virginia
$150K – – –