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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Campion Asset Management
Virginia
$8.02M +$338K +5,749 +4%
TA
527
TruWealth Advisors
Louisiana
$8M -$15.9K -270 -0.2%
BBHC
528
Brown Brothers Harriman & Co
New York
$7.97M +$629K +10,701 +9%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$7.93M -$131K -2,226 -2%
BHBT
530
Burke & Herbert Bank & Trust
Virginia
$7.85M +$5.4M +91,972 +218%
UWPG
531
Ullmann Wealth Partners Group
Florida
$7.79M -$83.4K -1,419 -1%
GIA
532
GHP Investment Advisors
Colorado
$7.73M -$55K -936 -0.7%
EIA
533
Eldridge Investment Advisors
New Hampshire
$7.73M -$522K -8,886 -6%
TWP
534
Triad Wealth Partners
Kansas
$7.72M +$1.25M +21,198 +19%
HF
535
Halpern Financial
Virginia
$7.71M +$186K +3,173 +2%
EWM
536
EPG Wealth Management
Georgia
$7.71M -$7.52M -128,016 Closed
AAS
537
Asset Allocation Strategies
Michigan
$7.66M +$532K +9,056 +7%
MIM
538
MetLife Investment Management
New Jersey
$7.66M +$147K +2,510 +2%
MCM
539
Magnolia Capital Management
New York
$7.65M -$33.8K -575 -0.4%
MWM
540
Mascoma Wealth Management
New Hampshire
$7.61M +$3.29K +56 +0%
RIA
541
Richwood Investment Advisors
Ohio
$7.54M +$28.9K +492 +0.4%
AA
542
Advisory Alpha
Michigan
$7.54M -$9.03M -153,658 -54%
ECM
543
Exchange Capital Management
Michigan
$7.53M -$1.1M -18,719 -13%
KWM
544
Kingsview Wealth Management
Oregon
$7.52M -$972K -16,548 -11%
KOMWMG
545
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.49M +$738K +12,557 +11%
SWA
546
Stratos Wealth Advisors
Ohio
$7.45M -$75K -1,276 -1%
EWA
547
Exencial Wealth Advisors
Oklahoma
$7.44M -$320K -5,444 -4%
FNBOH
548
First National Bank of Hutchinson
Kansas
$7.41M -$149K -2,530 -2%
BSW
549
Buckingham Strategic Wealth
Missouri
$7.41M -$141K -2,392 -2%
GWMR
550
GC Wealth Management RIA
Massachusetts
$7.41M -$29.4K -500 -0.4%