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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Atticus Wealth Management
Florida
$5.82M +$1.85M +37,130 +50%
SCM
502
SOL Capital Management
Maryland
$5.78M +$130K +2,610 +2%
CWM
503
Curi Wealth Management
North Carolina
$5.71M +$696K +13,930 +15%
PAM
504
Private Asset Management
California
$5.69M +$188K +3,765 +4%
CSA
505
Cottage Street Advisors
Massachusetts
$5.68M -$87.4K -1,750 -2%
Brown Advisory
506
Brown Advisory
Maryland
$5.68M -$13.5K -270 -0.2%
HFA
507
High Falls Advisors
New York
$5.67M -$5.33M -106,810 -50%
SSWM
508
Sheets Smith Wealth Management
North Carolina
$5.67M +$9.49K +190 +0.2%
MIAN
509
Mariner Independent Advisor Network
Kansas
$5.66M -$667K -13,355 -11%
TCM
510
Telos Capital Management
California
$5.65M -$127K -2,540 -2%
CWM
511
Capital Wealth Management
Rhode Island
$5.64M -$172K -3,440 -3%
CIR
512
Clear Investment Research
Georgia
$5.58M -$341K -6,820 -6%
CTA
513
Colonial Trust Advisors
South Carolina
$5.57M -$104K -2,090 -2%
BCM
514
Boltwood Capital Management
California
$5.56M -$106K -2,125 -2%
SWA
515
SOA Wealth Advisors
New York
$5.53M -$291K -5,820 -5%
PFA
516
Pure Financial Advisors
California
$5.46M -$845K -16,925 -14%
VFP
517
Verus Financial Partners
Virginia
$5.44M -$353K -7,060 -6%
VVP
518
Venture Visionary Partners
Ohio
$5.41M +$1.16M +23,210 +29%
LF
519
LifeSteps Financial
California
$5.39M -$109K -2,180 -2%
CC
520
Cedar Capital
Illinois
$5.37M -$629K -12,590 -11%
ST
521
Spinnaker Trust
Maine
$5.29M +$198K +3,955 +4%
IWAG
522
Integer Wealth Advisors Group
Georgia
$5.24M -$447K -8,955 -8%
PTC
523
Private Trust Company
Ohio
$5.24M -$164K -3,290 -3%
HWA
524
Heritage Way Advisors
Illinois
$5.24M +$101K +2,020 +2%
APSP
525
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.23M -$433K -8,665 -8%