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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
551
UBS AM
Illinois
$5.8M
KWM
552
Kingsview Wealth Management
Oregon
$5.79M -$444K -7,985 -7%
DWMG
553
DB Wealth Management Group
California
$5.78M +$576K +10,355 +11%
PWA
554
Physician Wealth Advisors
Utah
$5.75M +$452K +8,120 +9%
CL
555
COWA LLC
Oklahoma
$5.7M +$1.71M +30,720 +44%
CCT
556
Country Club Trust
Missouri
$5.69M +$99.9K +1,795 +2%
GWAM
557
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.68M +$445K +7,995 +9%
PCM
558
Pennsylvania Capital Management
Pennsylvania
$5.65M -$135K -2,420 -2%
FNBOO
559
First National Bank of Omaha
Nebraska
$5.6M +$347K +6,225 +7%
HH
560
HWG Holdings
Texas
$5.58M +$5.49M +98,565 New
SWA
561
SOA Wealth Advisors
New York
$5.57M -$35.9K -645 -0.7%
VFP
562
Verus Financial Partners
Virginia
$5.57M +$14.2K +255 +0.3%
FC
563
FCA Corp
Texas
$5.56M -$598K -10,735 -10%
NCM
564
Novare Capital Management
North Carolina
$5.55M -$168K -3,015 -3%
PFA
565
Pure Financial Advisors
California
$5.54M -$141K -2,530 -3%
PCM
566
Parsons Capital Management
Rhode Island
$5.48M -$64.3K -1,155 -1%
LPT
567
Legacy Private Trust
Wisconsin
$5.47M +$62.3K +1,120 +1%
CT
568
Coastline Trust
Rhode Island
$5.45M +$111K +2,000 +2%
BRWA
569
B. Riley Wealth Advisors
Florida
$5.44M +$78.5K +1,410 +1%
TA
570
Tectonic Advisors
Texas
$5.42M -$69.6K -1,250 -1%
HI
571
Harbour Investments
Wisconsin
$5.42M -$81.6M -1,466,535 -94%
Cerity Partners
572
Cerity Partners
New York
$5.42M +$423K +7,600 +9%
KOMWMG
573
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.4M +$3.12M +56,095 +143%
CTC
574
Central Trust Company
Missouri
$5.39M -$6.45M -115,840 -55%
APSP
575
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.38M -$190K -3,415 -3%