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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
476
Whitegate Investment Counselors
New Hampshire
$4.78M -$452K -11,395 -9%
VFP
477
Verus Financial Partners
Virginia
$4.78M -$552K -13,920 -11%
PTC
478
Private Trust Company
Ohio
$4.78M -$93.9K -2,370 -2%
AWM
479
Atticus Wealth Management
Florida
$4.77M +$4.59M +115,945 New
RWA
480
River Wealth Advisors
Pennsylvania
$4.76M +$120K +3,040 +3%
SCM
481
SOL Capital Management
Maryland
$4.76M +$580K +14,625 +14%
MWC
482
MKD Wealth Coaches
Michigan
$4.73M -$15.1K -380 -0.3%
SFI
483
SPC Financial Inc
Maryland
$4.71M +$239K +6,020 +6%
Millennium Management
484
Millennium Management
New York
$4.68M -$651K -16,425 -13%
TCM
485
Telos Capital Management
California
$4.66M +$107K +2,710 +2%
HCMT
486
Highland Capital Management (Tennessee)
Tennessee
$4.65M -$444K -11,200 -9%
PB
487
Pinnacle Bancorp
Nebraska
$4.62M -$231K -5,830 -5%
LF
488
LifeSteps Financial
California
$4.59M +$4.42M +111,555 New
BIA
489
Bigelow Investment Advisors
Maine
$4.58M -$9.12K -230 -0.2%
CIR
490
Clear Investment Research
Georgia
$4.53M -$198K -4,990 -4%
SPIA
491
Strategic Point Investment Advisors
Rhode Island
$4.5M +$293K +7,395 +7%
SSWM
492
Sheets Smith Wealth Management
North Carolina
$4.5M -$1.78K -45 -0%
IWAG
493
Integer Wealth Advisors Group
Georgia
$4.46M +$4.3M +108,515 New
LAS
494
Lloyd Advisory Services
Georgia
$4.45M +$4.29M +108,190 New
CFA
495
Cahill Financial Advisors
Minnesota
$4.45M -$320K -8,065 -7%
CFC
496
Coyle Financial Counsel
Illinois
$4.44M -$17.2K -435 -0.4%
PRWA
497
Platte River Wealth Advisors
Colorado
$4.37M +$4.32M +109,065 New
ECM
498
ETrade Capital Management
Virginia
$4.36M +$2.3M +58,020 +121%
FAIM
499
Financial Advocates Investment Management
Washington
$4.33M +$312K +7,885 +8%
KPCM
500
Kings Point Capital Management
New York
$4.31M -$10.5K -265 -0.3%