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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
526
TruWealth Advisors
Louisiana
$10.3M +$105K +1,631 +1%
EIP
527
Ellis Investment Partners
Pennsylvania
$10.2M -$157K -2,446 -2%
SFP
528
Sandbox Financial Partners
Maryland
$10.2M +$513K +7,984 +5%
LFAS
529
Level Four Advisory Services
Texas
$10.2M +$65.4K +1,017 +0.7%
HHWM
530
Hiley Hunt Wealth Management
Nebraska
$10.1M +$345K +5,376 +4%
SW
531
StrongBox Wealth
Missouri
$10.1M +$544K +8,459 +6%
KWM
532
Kingsview Wealth Management
Oregon
$10.1M +$414K +6,447 +4%
TA
533
Tectonic Advisors
Texas
$10.1M +$373K +5,801 +4%
SIM
534
Stratos Investment Management
Ohio
$10.1M +$345K +5,363 +4%
MHC
535
May Hill Capital
Massachusetts
$10.1M -$1.01M -15,732 -9%
LSPW
536
Lake Street Private Wealth
Illinois
$10.1M +$151K +2,343 +2%
CFFNO
537
Common Fund For Nonprofit Organizations
Connecticut
$10M -$5.9M -91,751 -37%
1NWS
538
1 North Wealth Services
Maryland
$9.94M -$1.58M -24,625 -14%
LKWM
539
Lee-Kelleher Wealth Management
Maryland
$9.9M +$608K +9,454 +7%
ABC
540
Associated Banc-Corp
Wisconsin
$9.87M -$403K -6,267 -4%
RP
541
Rice Partnership
Hawaii
$9.87M +$61.1K +950 +0.6%
GWMIA
542
Global Wealth Management Investment Advisory
Florida
$9.78M +$202K +3,137 +2%
YP
543
YANKCOM Partnership
South Dakota
$9.77M +$351K +5,454 +4%
NAM
544
NTV Asset Management
West Virginia
$9.73M -$354K -5,513 -4%
DC
545
Destiny Capital
Colorado
$9.71M +$249K +3,870 +3%
PS
546
Principal Securities
Iowa
$9.67M -$2.17M -33,728 -19%
AFS
547
Aft Forsyth & Sober
Florida
$9.67M -$996K -15,500 -9%
FHA
548
Flagship Harbor Advisors
Massachusetts
$9.61M +$1.64M +25,592 +21%
ACA
549
Affinity Capital Advisors
California
$9.6M +$1.13M +17,518 +14%
RSVP
550
Ramsay Stattman Vela & Price
Colorado
$9.57M +$54K +840 +0.6%