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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB Wealth Management
651
HB Wealth Management
Georgia
$3.37M +$181K +3,750 +5%
EW
652
Element Wealth
Mississippi
$3.36M +$23.7K +490 +0.6%
BFWA
653
Benchmark Financial Wealth Advisors
Florida
$3.35M +$165K +3,420 +5%
Westwood Holdings Group
654
Westwood Holdings Group
Texas
$3.33M -$1.72M -35,680 -32%
RWA
655
River Wealth Advisors
Pennsylvania
$3.31M -$309K -6,390 -8%
Welch & Forbes
656
Welch & Forbes
Massachusetts
$3.29M +$369K +7,630 +11%
NCG
657
Newport Capital Group
New Jersey
$3.27M +$1.74M +35,995 +96%
WJA
658
Willis Johnson & Associates
Texas
$3.26M +$162K +3,350 +5%
FLA
659
Financial Life Advisors
Texas
$3.25M -$519K -10,745 -13%
UL
660
Unionview LLC
Washington
$3.25M +$182K +3,765 +5%
SFG
661
Sather Financial Group
Texas
$3.24M -$8.22K -170 -0.2%
PAI
662
Pittenger & Anderson Inc
Nebraska
$3.23M +$379K +7,845 +12%
FPW
663
Flagship Private Wealth
Massachusetts
$3.23M -$80.7K -1,670 -2%
MC
664
Middleton & Co
Massachusetts
$3.23M -$2.37M -49,110 -40%
PCM
665
Perritt Capital Management
Illinois
$3.22M -$12.8K -265 -0.4%
FA
666
FC Advisory
Pennsylvania
$3.22M +$393K +8,125 +12%
LWM
667
Lyell Wealth Management
California
$3.21M +$1.38M +28,525 +64%
NEPC LLC
668
NEPC LLC
Massachusetts
$3.18M – – –
TA
669
TruWealth Advisors
Louisiana
$3.18M -$117K -2,415 -3%
EP Wealth Advisors
670
EP Wealth Advisors
California
$3.17M +$194K +4,020 +6%
UBG
671
United Bank (Georgia)
Georgia
$3.17M +$177K +3,655 +5%
BFS
672
Bard Financial Services
Connecticut
$3.16M – – –
BIA
673
Bigelow Investment Advisors
Maine
$3.16M +$298K +6,155 +9%
Mount Yale Investment Advisors
674
Mount Yale Investment Advisors
Colorado
$3.16M +$178K +3,675 +5%
CCM
675
Crew Capital Management
Ohio
$3.13M -$9.19K -190 -0.3%