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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
351
Tower Wealth Partners
Pennsylvania
$13.3M +$3.73K +75 +0%
TCM
352
Towercrest Capital Management
Pennsylvania
$13.3M +$1.87M +37,600 +17%
IF
353
Ironwood Financial
Arizona
$13.3M +$224K +4,500 +2%
CA
354
Centerpoint Advisors
Massachusetts
$13.2M +$618K +12,425 +5%
AWM
355
AAF Wealth Management
Massachusetts
$13.1M +$358K +7,205 +3%
IWMA
356
Ironwood Wealth Management (Arizona)
Arizona
$13M +$897K +18,040 +8%
AMG
357
Asset Management Group
Connecticut
$12.9M +$22.9K +460 +0.2%
TCOV
358
Trust Company of Vermont
Vermont
$12.9M +$26.3K +530 +0.2%
LPAM
359
Lodestar Private Asset Management
California
$12.9M +$17.6K +355 +0.1%
MSA
360
Marino Stram & Associates
Massachusetts
$12.9M +$89.5K +1,800 +0.7%
NPF
361
Norris Perne & French
Michigan
$12.9M +$487K +9,795 +4%
VFIC
362
Valley Forge Investment Consultants
Pennsylvania
$12.9M -$514K -10,350 -4%
FTUS
363
Flow Traders U.S.
New York
$12.8M +$12.2M +245,555 New
MWM
364
MTC Wealth Management
Florida
$12.8M +$528K +10,620 +5%
AWM
365
Avior Wealth Management
Nebraska
$12.8M +$421K +8,465 +4%
CFP
366
Catalyst Financial Partners
Massachusetts
$12.8M +$2.05M +41,190 +20%
CWM
367
CCG Wealth Management
California
$12.7M +$1.69M +34,060 +16%
SG
368
StoneX Group
New York
$12.7M -$377K -7,580 -3%
B
369
Bailard
California
$12.6M +$24.4K +490 +0.2%
BFP
370
Beacon Financial Planning
Massachusetts
$12.6M +$55.2K +1,110 +0.5%
GPA
371
Guidance Point Advisors
Massachusetts
$12.6M +$204K +4,110 +2%
AA
372
Argent Advisors
Louisiana
$12.6M +$2.51M +50,600 +27%
G
373
GenTrust
Florida
$12.4M -$268K -5,400 -2%
AA
374
Ancora Advisors
Ohio
$12.3M +$834K +16,780 +8%
PPW
375
PACK Private Wealth
Minnesota
$12.2M +$261K +5,250 +2%