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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2551
Pin Oak Investment Advisors
Texas
$55K – – –
PFO
2552
Pioneer Family Office
Florida
$53.1K – – –
RF
2553
Roxbury Financial
New Jersey
$52.8K +$69 +1 +0.1%
APW
2554
Aventura Private Wealth
Florida
$52.7K – – –
AW
2555
Ankerstar Wealth
Texas
$51K – – –
MSWA
2556
Marshall & Sterling Wealth Advisors
New York
$50.6K – – –
RWM
2557
Raffa Wealth Management
District of Columbia
$49.2K – – –
CPL
2558
Capital & Planning LLC
Georgia
$49K +$50.3K +725 New
MWPCG
2559
Measured Wealth Private Client Group
New Hampshire
$48.6K – – –
TWM
2560
Tripletail Wealth Management
Florida
$48.4K -$243K -3,500 -83%
NFSG
2561
Newbridge Financial Services Group
Florida
$47.4K +$69 +1 +0.1%
HIC
2562
Hamrick Investment Counsel
Washington
$45.7K – – –
AIM
2563
Access Investment Management
Georgia
$45.6K – – –
DAM
2564
Delta Asset Management
Tennessee
$44.9K – – –
AI
2565
Atomic Invest
New York
$44.6K -$7.49K -108 -14%
LI
2566
LRI Investments
Florida
$44K – – –
BTC
2567
Bank & Trust Company
Illinois
$41.9K – – –
WSA
2568
Wealth Science Advisors
Georgia
$41.3K +$43.4K +625 New
TWM
2569
Timmons Wealth Management
Massachusetts
$38.1K +$139 +2 +0.4%
EA
2570
Evolution Advisers
Virginia
$38K – – –
ACA
2571
American Capital Advisory
Idaho
$38K – – –
KCM
2572
Key Capital Management
Tennessee
$37.2K +$38.2K +551 New
TC
2573
Truvestments Capital
Florida
$36.3K – – –
Q1WB
2574
Quest 10 Wealth Builders
Virginia
$36K -$7.14K -103 -16%
KFA
2575
Kelleher Financial Advisors
New York
$35.5K – – –