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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2526
Beaird Harris Wealth Management
Texas
$66.6K -$2.08K -30 -3%
TAR
2527
Trask Adam Roland
$66.2K +$68K +980 New
SRCM
2528
Signature Resources Capital Management
California
$66K +$48.1K +693 +244%
TC
2529
Trust Company
Kansas
$65.5K
IWM
2530
IMG Wealth Management
Florida
$64.7K -$52K -750 -44%
DWS
2531
Dynamic Wealth Strategies
California
$64.2K
FWA
2532
Flagship Wealth Advisors
Massachusetts
$63.9K
BA
2533
Ballast Advisors
Minnesota
$63.5K
BIM
2534
Breakwater Investment Management
Washington
$60.4K
TCM
2535
Triumph Capital Management
Colorado
$57.2K +$7.42K +107 +14%
SEP
2536
Signature Equity Partners
Ohio
$56.9K -$9.92K -143 -15%
TWD
2537
True Wealth Design
Ohio
$56.9K +$15.1K +218 +35%
HR
2538
Howe & Rusling
New York
$55.1K +$52.1K +751 +1,155%
POIA
2539
Pin Oak Investment Advisors
Texas
$55K
PFO
2540
Pioneer Family Office
Florida
$53.1K
RF
2541
Roxbury Financial
New Jersey
$52.8K +$69 +1 +0.1%
APW
2542
Aventura Private Wealth
Florida
$52.7K
AW
2543
Ankerstar Wealth
Texas
$51K
MSWA
2544
Marshall & Sterling Wealth Advisors
New York
$50.6K
RWM
2545
Raffa Wealth Management
District of Columbia
$49.2K
CPL
2546
Capital & Planning LLC
Georgia
$49K +$50.3K +725 New
MWPCG
2547
Measured Wealth Private Client Group
New Hampshire
$48.6K
TWM
2548
Tripletail Wealth Management
Florida
$48.4K -$243K -3,500 -83%
NFSG
2549
Newbridge Financial Services Group
Florida
$47.4K +$69 +1 +0.1%
HIC
2550
Hamrick Investment Counsel
Washington
$45.7K