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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Stratos Investment Management
Ohio
$9.23M -$157K -2,669 -2%
TA
552
Tectonic Advisors
Texas
$9.21M +$600K +10,220 +7%
KWM
553
Kingsview Wealth Management
Oregon
$9.19M +$697K +11,878 +9%
NPT
554
National Philanthropic Trust
Pennsylvania
$9.17M -$366K -6,235 -4%
SFP
555
Sandbox Financial Partners
Maryland
$9.17M +$8.31M +141,577 +2,282%
RPC
556
Rossmore Private Capital
Connecticut
$9.16M -$93.5K -1,593 -1%
GWMIA
557
Global Wealth Management Investment Advisory
Florida
$9.1M -$1.6M -27,186 -16%
SW
558
StrongBox Wealth
Missouri
$9.08M +$149K +2,539 +2%
STA
559
Summit Trail Advisors
New York
$9.05M +$8.57M +145,961 New
RSVP
560
Ramsay Stattman Vela & Price
Colorado
$9.04M -$353K -6,014 -4%
DJYG
561
David J. Yvars Group
Florida
$8.99M +$3.41M +58,146 +67%
DC
562
Destiny Capital
Colorado
$8.99M +$229K +3,901 +3%
HWM
563
HB Wealth Management
Georgia
$8.94M -$1.61M -27,411 -16%
YP
564
YANKCOM Partnership
South Dakota
$8.94M +$551K +9,391 +7%
NAM
565
NorthCrest Asset Manangement
Minnesota
$8.92M -$611K -10,412 -7%
ISWM
566
Independent Solutions Wealth Management
New York
$8.86M +$62.9K +1,072 +0.8%
CGFA
567
Colton Groome Financial Advisors
North Carolina
$8.85M +$215K +3,657 +3%
LKWM
568
Lee-Kelleher Wealth Management
Maryland
$8.82M +$322K +5,481 +4%
PWA
569
Physician Wealth Advisors
Utah
$8.8M +$201K +3,422 +2%
CT
570
Caldwell Trust
Florida
$8.77M +$142K +2,412 +2%
WFAG
571
Wescott Financial Advisory Group
Pennsylvania
$8.75M +$610K +10,387 +8%
BMD
572
Better Money Decisions
New Mexico
$8.74M +$311K +5,295 +4%
PCIA
573
Prime Capital Investment Advisors
Kansas
$8.68M -$6.52M -111,055 -44%
NCM
574
Novare Capital Management
North Carolina
$8.67M +$176K +2,998 +2%
LWM
575
LeConte Wealth Management
Tennessee
$8.66M -$2.47M -42,022 -23%