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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
751
IFG Advisors
Missouri
$2.19M +$803K +14,925 +56%
Bogart Wealth LLC
752
Bogart Wealth LLC
Virginia
$2.19M +$5.92K +110 +0.3%
American Century Companies
753
American Century Companies
Missouri
$2.18M +$26.9K +500 +1%
CCG
754
Cypress Capital Group
Florida
$2.18M +$57K +1,060 +3%
PCG
755
Private Capital Group
Connecticut
$2.17M -$25.6K -475 -1%
CCMD
756
Cypress Capital Management (Delaware)
Delaware
$2.15M – – –
Perigon Wealth Management
757
Perigon Wealth Management
California
$2.15M -$62.9K -1,170 -3%
Truepoint Inc
758
Truepoint Inc
Ohio
$2.14M +$765K +14,215 +54%
BONH
759
Bank of New Hampshire
New Hampshire
$2.14M – – –
ABTD
760
Arvest Bank Trust Division
Oklahoma
$2.14M -$35K -650 -2%
Azimuth Capital Management
761
Azimuth Capital Management
Michigan
$2.13M +$66.2K +1,230 +3%
Segall Bryant & Hamill
762
Segall Bryant & Hamill
Illinois
$2.12M -$88.8K -1,650 -4%
RRC
763
Relaxing Retirement Coach
Massachusetts
$2.12M -$195K -3,620 -8%
BHBT
764
Burke & Herbert Bank & Trust
Virginia
$2.12M +$59.4K +1,105 +3%
FSWA
765
Financial Synergies Wealth Advisors
Texas
$2.09M +$40.6K +755 +2%
OWA
766
Outlook Wealth Advisors
Texas
$2.07M -$69.7K -1,295 -3%
BWM
767
BerganKDV Wealth Management
Minnesota
$2.07M +$60.3K +1,120 +3%
KOMWMG
768
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.07M -$4.26M -79,235 -67%
AWMG
769
Alliance Wealth Management Group
New Jersey
$2.05M +$463K +8,615 +28%
WP
770
WealthPLAN Partners
Nebraska
$2.04M +$310K +5,760 +19%
1IA
771
1834 Investment Advisors
Wisconsin
$2.04M -$158K -2,930 -7%
IEQ Capital
772
IEQ Capital
California
$2.04M +$1.34K +25 +0.1%
KIA
773
KCM Investment Advisors
California
$2.04M -$72.4K -1,345 -3%
SWM
774
Southern Wealth Management
Texas
$2.03M +$14.3K +265 +0.7%
Advisory Alpha
775
Advisory Alpha
Michigan
$2.03M -$611K -11,350 -23%