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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
551
Precedent Wealth Partners
Texas
$8.56M -$1.61M -25,964 -15%
AAS
552
Asset Allocation Strategies
Michigan
$8.54M -$494K -7,961 -5%
PBO
553
Peoples Bank (Ohio)
Ohio
$8.52M -$20.9K -336 -0.2%
HHWM
554
Hiley Hunt Wealth Management
Nebraska
$8.5M +$70.4K +1,133 +0.8%
AI
555
Atria Investments
North Carolina
$8.49M -$458K -7,376 -5%
LSPW
556
Lake Street Private Wealth
Illinois
$8.47M +$272K +4,373 +3%
WB
557
WesBanco Bank
West Virginia
$8.47M +$11.6K +187 +0.1%
SW
558
StrongBox Wealth
Missouri
$8.39M +$694K +11,169 +8%
ST
559
Sageworth Trust
Pennsylvania
$8.36M +$7.87M +126,793 +772%
ISWM
560
Independent Solutions Wealth Management
New York
$8.28M +$78.6K +1,266 +0.9%
RWS
561
Rochester Wealth Strategies
Michigan
$8.24M +$8.77M +141,255 New
DC
562
Destiny Capital
Colorado
$8.23M +$576K +9,279 +7%
AF
563
AtlasMark Financial
Texas
$8.19M +$300K +4,833 +4%
CT
564
Caldwell Trust
Florida
$8.11M +$896K +14,430 +12%
BWA
565
BlueChip Wealth Advisors
Georgia
$8.11M -$531K -8,552 -6%
EW
566
Elyxium Wealth
California
$8.1M -$79.9K -1,286 -0.9%
SFC
567
Strategic Financial Concepts
Texas
$8.09M +$1.05M +16,845 +14%
FF
568
Finley Financial
Nevada
$8.09M +$154K +2,478 +2%
RP
569
Rice Partnership
Hawaii
$8.09M +$2.3M +37,067 +36%
PWA
570
Physician Wealth Advisors
Utah
$8.08M -$1.33M -21,496 -13%
TA
571
Tectonic Advisors
Texas
$8.07M +$328K +5,278 +4%
GCA
572
Greenwood Capital Associates
South Carolina
$8.07M +$4.64M +74,746 +118%
BHBT
573
Burke & Herbert Bank & Trust
Virginia
$8.01M +$15.2K +244 +0.2%
EB
574
Eastern Bank
Massachusetts
$7.99M -$1.24M -20,046 -13%
NCM
575
Novare Capital Management
North Carolina
$7.98M +$449K +7,225 +6%