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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2651
Comprehensive Financial Planning
Pennsylvania
$5.06K -$5.2K -75 -50%
RF
2652
RetireMitten Financial
Michigan
$4.32K +$4.44K +64 New
UIA
2653
Ulland Investment Advisors
Minnesota
$4K – – –
FFL
2654
Financial Freedom LLC
Ohio
$3.97K – – –
MS
2655
Monetary Solutions
Ohio
$3.85K – – –
Heritage Wealth Advisors
2656
Heritage Wealth Advisors
Virginia
$3.71K – – –
VWA
2657
Valued Wealth Advisors
Utah
$3.58K – – –
GPFA
2658
Game Plan Financial Advisors
Ohio
$3.38K – – –
MWM
2659
Magnolia Wealth Management
Alabama
$3.38K +$3.47K +50 New
MAM
2660
Morse Asset Management
Connecticut
$3.17K – – –
Tower Research Capital (TRC)
2661
Tower Research Capital (TRC)
New York
$3.04K +$1.8K +26 +137%
WA
2662
Westfuller Advisors
New York
$2.41K – – –
HIMS
2663
Hager Investment Management Services
New Hampshire
$2.36K – – –
EA
2664
Evergreen Advisors
Tennessee
$1.82K +$1.87K +27 New
RIAS
2665
Rachor Investment Advisory Services
Michigan
$1.63K +$1.67K +24 New
HWP
2666
Highline Wealth Partners
California
$1.62K -$5.34K -77 -76%
APW
2667
Atlantic Private Wealth
North Carolina
$1.44K – – –
TFA
2668
Transamerica Financial Advisors
Florida
$1.28K -$69 -1 -5%
FC
2669
Fairscale Capital
New Hampshire
$1.08K – – –
GC
2670
Gould Capital
Washington
$1.08K – – –
CWP
2671
Clark Wealth Partners
Illinois
$811 +$832 +12 New
Janney Montgomery Scott
2672
Janney Montgomery Scott
Pennsylvania
– -$80.3M -1,216,160 Closed
RAM
2673
Robinhood Asset Management
California
– -$33.4M -506,215 Closed
GG
2674
GenWealth Group
New Jersey
– -$28.6M -415,644 Closed
CP
2675
Covenant Partners
Tennessee
– -$20.7M -313,461 Closed