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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
AE Wealth Management
Kansas
$1.73M -$6.45M -176,730 -77%
HWA
627
Heritage Way Advisors
Illinois
$1.73M +$113K +3,110 +6%
AW
628
ACG Wealth
Georgia
$1.73M +$135K +3,690 +8%
FHA
629
Flagship Harbor Advisors
Massachusetts
$1.71M -$3.67M -100,605 -66%
FMW
630
Farr Miller & Washington
District of Columbia
$1.7M +$105K +2,885 +6%
BFO
631
Boston Family Office
Massachusetts
$1.7M +$100K +2,740 +6%
WF
632
Welch & Forbes
Massachusetts
$1.69M +$431K +11,815 +30%
WA
633
WealthTrust-Arizona
Arizona
$1.68M -$165K -4,520 -8%
CAM
634
Concorde Asset Management
Michigan
$1.67M -$421K -11,540 -19%
Invesco
635
Invesco
Georgia
$1.67M -$123K -3,375 -6%
HCC
636
Hirtle Callaghan & Co
Pennsylvania
$1.66M +$9.49K +260 +0.5%
BC
637
Burleson & Co
California
$1.65M +$1.57M +43,030 New
MCM
638
Manchester Capital Management
Vermont
$1.65M
BCWM
639
Blue Chip Wealth Management
Florida
$1.64M -$124K -3,395 -6%
RFO
640
RiverGlades Family Offices
Florida
$1.63M -$5.18M -141,985 -74%
DE
641
Day & Ennis
Georgia
$1.63M -$462K -12,650 -20%
RIG
642
Roosevelt Investment Group
New York
$1.62M -$12.9M -352,745 -88%
TFF
643
The Family Firm
Maryland
$1.62M +$8.03K +220 +0.5%
KWM
644
Kingsview Wealth Management
Oregon
$1.61M +$3.47K +95 +0.2%
KIA
645
KCM Investment Advisors
California
$1.59M +$27.9K +765 +2%
WP
646
WealthShield Partners
North Carolina
$1.59M +$466K +12,760 +36%
CCM
647
Condor Capital Management
New Jersey
$1.59M -$22.3K -610 -1%
ABTD
648
Arvest Bank Trust Division
Oklahoma
$1.58M +$958K +26,260 +123%
LHC
649
Little House Capital
Massachusetts
$1.58M +$1.73M +47,475 New
WS
650
Wedbush Securities
California
$1.57M -$166K -4,540 -9%