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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2701
Wells Financial Advisors
Massachusetts
– -$327K -4,960 Closed
WP
2702
WealthPLAN Partners
Nebraska
– -$315K -4,769 Closed
MAWA
2703
Moss Adams Wealth Advisors
Washington
– -$308K -4,668 Closed
ESBC
2704
E.S. Barr & Co
Kentucky
– -$304K -4,610 Closed
MPW
2705
MGO Private Wealth
California
– -$304K -4,602 Closed
KHCM
2706
Kirtland Hills Capital Management
Ohio
– -$303K -4,597 Closed
PG
2707
Prostatis Group
Maryland
– -$290K -4,395 Closed
EBA
2708
Eagle Bay Advisors
New York
– -$288K -4,362 Closed
GRR
2709
Golden Reserve Retirement
Ohio
– -$286K -4,327 Closed
FRA
2710
Frank Rimerman Advisors
California
– -$284K -4,300 Closed
AWM
2711
Alterna Wealth Management
Texas
– -$275K -4,170 Closed
TCM
2712
TABR Capital Management
California
– -$274K -4,154 Closed
TCWM
2713
Total Clarity Wealth Management
Illinois
– -$258K -3,916 Closed
ITC
2714
Inspire Trust Company
Nevada
– -$248K -3,761 Closed
WFAG
2715
Worth Financial Advisory Group
North Carolina
– -$239K -3,620 Closed
WW
2716
Westshore Wealth
California
– -$236K -3,573 Closed
EWA
2717
Emergent Wealth Advisors
New York
– -$231K -3,500 Closed
HWMO
2718
Heritage Wealth Management (Ohio)
Ohio
– -$229K -3,469 Closed
PWMG
2719
Pinnacle Wealth Management Group
Michigan
– -$229K -3,465 Closed
FFG
2720
Foundry Financial Group
New Hampshire
– -$225K -3,402 Closed
DP
2721
Denver PWM
Colorado
– -$211K -3,398 Closed
LWP
2722
LeClair Wealth Partners
Ohio
– -$218K -3,309 Closed
BFA
2723
Bridgelight Financial Advisors
Connecticut
– -$213K -3,231 Closed
WWA
2724
Wingate Wealth Advisors
Massachusetts
– -$209K -3,171 Closed
CF
2725
Carlson Financial
Oregon
– -$205K -3,103 Closed