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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Centerpoint Advisors
Massachusetts
$12.2M -$447K -8,535 -3%
AWM
377
Avior Wealth Management
Nebraska
$12.1M -$153K -2,925 -1%
TCOV
378
Trust Company of Vermont
Vermont
$12.1M -$226K -4,310 -2%
DAS
379
Dynamic Advisor Solutions
Arizona
$12M +$5.29M +100,900 +73%
BFP
380
Beacon Financial Planning
Massachusetts
$11.9M -$159K -3,025 -1%
AA
381
Argent Advisors
Louisiana
$11.9M -$130K -2,480 -1%
MCWS
382
McKinley Carter Wealth Services
West Virginia
$11.8M +$489K +9,340 +4%
SIM
383
Stratos Investment Management
Ohio
$11.8M +$1.67M +31,865 +16%
Prudential Financial
384
Prudential Financial
New Jersey
$11.5M +$401K +7,650 +3%
HSWM
385
Hubbell Strickland Wealth Management
Louisiana
$11.5M +$98K +1,870 +0.8%
AI
386
Atria Investments
North Carolina
$11.5M +$6.11M +116,670 +102%
WP
387
WealthSource Partners
California
$11.4M +$10.2M +193,850 +570%
IWMA
388
Ironwood Wealth Management (Arizona)
Arizona
$11.3M -$909K -17,340 -7%
EPA
389
Element Pointe Advisors
Florida
$11.3M +$2.55M +48,680 +27%
GPA
390
Guidance Point Advisors
Massachusetts
$11.3M -$791K -15,095 -6%
AA
391
Ancora Advisors
Ohio
$11.2M -$510K -9,735 -4%
CWAF
392
Core Wealth Advisors (Florida)
Florida
$11.2M +$533K +10,170 +5%
AWM
393
Avondale Wealth Management
Texas
$11.1M +$863K +16,475 +8%
GIA
394
Gladstone Institutional Advisory
Florida
$11.1M +$640K +12,205 +6%
JC
395
JB Capital
Connecticut
$11.1M +$11.3M +215,755 +3,638%
KLI
396
Kelman-Lazarov Inc
Tennessee
$11M +$67.1K +1,280 +0.6%
NCM
397
Neumann Capital Management
California
$10.9M -$30.7K -585 -0.3%
EFM
398
Eley Financial Management
Vermont
$10.9M -$198K -3,775 -2%
WAG
399
Winthrop Advisory Group
Massachusetts
$10.9M +$289K +5,520 +3%
MFA
400
Mayflower Financial Advisors
Massachusetts
$10.8M -$2.01M -38,325 -15%