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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
551
HB Wealth Management
Georgia
$9.06M +$1.42M +22,086 +18%
KWM
552
Kingsview Wealth Management
Oregon
$9.03M +$509K +7,944 +6%
WB
553
WesBanco Bank
West Virginia
$9.03M -$260K -4,057 -3%
HP
554
Hilltop Partners
Indiana
$9.01M -$2.68M -41,820 -22%
PCIA
555
Prime Capital Investment Advisors
Kansas
$9.01M +$168K +2,622 +2%
AWP
556
Avid Wealth Partners
Texas
$9M +$3.17M +49,384 +52%
RPC
557
Rossmore Private Capital
Connecticut
$9M +$312K +4,862 +3%
TA
558
TruWealth Advisors
Louisiana
$8.99M +$284K +4,434 +3%
HHWM
559
Hiley Hunt Wealth Management
Nebraska
$8.96M +$135K +2,108 +1%
SFI
560
SPC Financial Inc
Maryland
$8.93M +$871K +13,576 +10%
FF
561
Finley Financial
Nevada
$8.9M +$8.93M +139,275 New
SAG
562
SageView Advisory Group
California
$8.88M +$7.17M +111,781 +363%
JWCA
563
J.W. Cole Advisors
Florida
$8.82M -$233K -3,631 -3%
SFP
564
Sandbox Financial Partners
Maryland
$8.78M -$2.73M -42,577 -23%
LSPW
565
Lake Street Private Wealth
Illinois
$8.77M +$771K +12,018 +9%
KOMWMG
566
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.73M +$380K +5,929 +4%
EW
567
Elyxium Wealth
California
$8.73M +$1.94M +30,312 +28%
BTWM
568
Baker Tilly Wealth Management
Wisconsin
$8.7M -$197K -3,078 -2%
ISWM
569
Independent Solutions Wealth Management
New York
$8.69M -$2.01M -31,406 -18%
LC
570
Lindbrook Capital
California
$8.68M -$839K -13,081 -9%
YP
571
YANKCOM Partnership
South Dakota
$8.62M +$8.88M +138,420 New
IA
572
IFP Advisors
Florida
$8.58M +$373K +5,819 +4%
BMD
573
Better Money Decisions
New Mexico
$8.56M +$180K +2,807 +2%
BHBT
574
Burke & Herbert Bank & Trust
Virginia
$8.54M +$49.9K +778 +0.6%
BWA
575
Bordeaux Wealth Advisors
California
$8.49M -$53.2K -829 -0.6%