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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$4.09M +$379K +7,125 +10%
FFG
652
Ford Financial Group
California
$4.09M -$3.11M -58,365 -43%
PWAG
653
Polaris Wealth Advisory Group
California
$4.08M +$4.16M +78,205 New
T
654
TCWP
Ohio
$4M -$37.5K -705 -0.9%
WP
655
WealthSource Partners
California
$3.99M +$2.31M +43,370 +140%
SFG
656
Sather Financial Group
Texas
$3.96M – – –
BRWA
657
B. Riley Wealth Advisors
Florida
$3.94M -$1.21M -22,675 -24%
PCM
658
Perritt Capital Management
Illinois
$3.94M +$73.2K +1,375 +2%
JMG Financial Group
659
JMG Financial Group
Illinois
$3.93M +$3.17M +59,500 +431%
BFWA
660
Benchmark Financial Wealth Advisors
Florida
$3.93M -$79.1K -1,485 -2%
Hirtle Callaghan & Co
661
Hirtle Callaghan & Co
Pennsylvania
$3.93M – – –
TA
662
TruWealth Advisors
Louisiana
$3.92M +$172K +3,225 +5%
UL
663
Unionview LLC
Washington
$3.92M +$560K +10,510 +17%
NEPC LLC
664
NEPC LLC
Massachusetts
$3.89M -$1.19M -22,440 -24%
BFS
665
Bard Financial Services
Connecticut
$3.87M – – –
TD Waterhouse Canada
666
TD Waterhouse Canada
Ontario, Canada
$3.86M +$265K +4,980 +9%
CAM
667
Campion Asset Management
Virginia
$3.85M -$9.32K -175 -0.2%
MP
668
McDonald Partners
Ohio
$3.85M +$3.82M +71,770 New
FSG
669
Financial Strategies Group
Michigan
$3.85M -$29.8K -560 -0.8%
WJA
670
Willis Johnson & Associates
Texas
$3.85M -$141K -2,645 -4%
PFA
671
Pinnacle Family Advisors
Missouri
$3.85M +$2.97M +55,865 +354%
CCM
672
Crew Capital Management
Ohio
$3.83M -$361K -6,785 -9%
WA
673
Wealth Alliance
New York
$3.82M -$23.7K -445 -0.6%
VPW
674
Vericrest Private Wealth
Pennsylvania
$3.81M -$127K -2,380 -3%
SWP
675
Summit Wealth Partners
Florida
$3.8M +$85.7K +1,610 +2%