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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
551
Legacy Private Trust
Wisconsin
$4.9M +$522K +9,660 +12%
FPW
552
Flagship Private Wealth
Massachusetts
$4.88M +$57.2K +1,060 +1%
CWM
553
CCG Wealth Management
California
$4.88M +$301K +5,570 +7%
AWM
554
Altavista Wealth Management
North Carolina
$4.84M -$253K -4,690 -5%
GWAM
555
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.84M +$21.9K +405 +0.5%
PEA
556
Pacific Edge Advisors
California
$4.84M -$167K -3,100 -3%
Cerity Partners
557
Cerity Partners
New York
$4.83M -$170K -3,150 -3%
PWA
558
Physician Wealth Advisors
Utah
$4.8M +$93.4K +1,730 +2%
GVAG
559
Great Valley Advisor Group
Delaware
$4.78M +$2.92M +53,995 +154%
RIA
560
Regal Investment Advisors
Michigan
$4.75M +$1.46M +27,035 +44%
GT
561
Glenview Trust
Kentucky
$4.73M
CFA
562
Cahill Financial Advisors
Minnesota
$4.71M +$268K +4,960 +6%
BBHBI
563
B, B, H, & B Inc
Alabama
$4.7M -$3.35M -62,135 -42%
LWM
564
Lionsbridge Wealth Management
Florida
$4.69M -$228K -4,220 -5%
RWA
565
River Wealth Advisors
Pennsylvania
$4.66M -$9.72K -180 -0.2%
EWM
566
EPG Wealth Management
Georgia
$4.65M +$296K +5,475 +7%
CPA
567
Clear Perspective Advisors
Illinois
$4.63M +$62.1K +1,150 +1%
DWT
568
Dorsey & Whitney Trust
South Dakota
$4.61M +$3.27M +60,520 +239%
FFW
569
Fusion Family Wealth
New York
$4.61M -$394K -7,295 -8%
WA
570
Wealth Alliance
New York
$4.6M -$233K -4,320 -5%
SIM
571
Stratos Investment Management
Ohio
$4.59M +$136K +2,515 +3%
GTAM
572
Global Trust Asset Management
Florida
$4.57M +$68K +1,260 +2%
SQA
573
Simon Quick Advisors
New Jersey
$4.55M +$447K +8,280 +11%
GF
574
Gries Financial
Ohio
$4.52M +$11.1K +205 +0.2%
PFG
575
Pacific Financial Group
Washington
$4.52M +$342K +6,335 +8%