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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
676
Vestor Capital
Illinois
$4.21M +$80.4K +1,535 +2%
SFP
677
Sterling Financial Planning
New Jersey
$4.19M -$137K -2,620 -3%
OWM
678
Olympus Wealth Management
Utah
$4.14M -$18.9K -360 -0.4%
VVP
679
Venture Visionary Partners
Ohio
$4.13M -$219K -4,185 -5%
UL
680
Unionview LLC
Washington
$4.13M +$186K +3,545 +4%
SW
681
SlateStone Wealth
Florida
$4.12M +$2.16M +41,235 +100%
WFA
682
Wellspring Financial Advisors
Ohio
$4.11M -$40.4K -770 -0%
CFS
683
CRA Financial Services
New Jersey
$4.11M +$58.4K +1,115 +1%
CL
684
Choreo LLC
Illinois
$4.1M +$2.06M +39,290 +92%
WWM
685
Windsor Wealth Management
Indiana
$4.04M -$14.4K -275 -0.3%
EG
686
Ellerson Group
Maryland
$4.04M -$164K -3,130 -4%
TFCP
687
Twin Focus Capital Partners
Massachusetts
$4.04M -$860K -16,405 -17%
VHAM
688
Van Hulzen Asset Management
California
$4.03M +$4.24M +80,820 New
LFG
689
Leverty Financial Group
Wisconsin
$4.03M -$87K -1,660 -2%
LF
690
LifeSteps Financial
California
$3.98M -$42.2K -805 -1%
FBA
691
Front Barnett Associates
Illinois
$3.98M -$159K -3,040 -4%
SWA
692
SOA Wealth Advisors
New York
$3.97M -$104K -1,985 -2%
SAM
693
Securian Asset Management
Minnesota
$3.97M +$28.8K +550 +0.7%
CFD
694
Creative Financial Designs
Indiana
$3.96M +$165K +3,150 +4%
SCG
695
Sonata Capital Group
Washington
$3.96M -$14.9K -285 -0.4%
AIMC
696
Alley Investment Management Company
Illinois
$3.96M +$3.67K +70 +0.1%
UCB
697
United Community Bank
South Carolina
$3.94M +$4.14M +78,985 New
MC
698
Middleton & Co
Massachusetts
$3.92M +$50.3K +960 +1%
AM
699
AGF Management
Ontario, Canada
$3.9M
AAS
700
Asset Allocation Strategies
Michigan
$3.89M +$397K +7,575 +11%