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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Colonial Trust
South Carolina
$2.31M +$2.54M +52,615 New
PG
752
Patten Group
Tennessee
$2.3M -$75.7K -1,565 -3%
KIG
753
Kowal Investment Group
Wisconsin
$2.29M +$546K +11,290 +28%
BFG
754
Beacon Financial Group
Texas
$2.29M +$85.1K +1,760 +4%
Crestwood Advisors Group
755
Crestwood Advisors Group
Massachusetts
$2.26M -$63.3K -1,310 -2%
SAS
756
Stelac Advisory Services
New York
$2.26M +$57.8K +1,195 +2%
Belpointe Asset Management
757
Belpointe Asset Management
Nevada
$2.26M +$68.9K +1,425 +3%
Old Mission Capital
758
Old Mission Capital
Illinois
$2.24M +$2.47M +51,000 New
RWRC
759
R.W. Roge & Company
New York
$2.22M -$365K -7,560 -13%
CNB
760
Camden National Bank
Maine
$2.22M +$4.35K +90 +0.2%
ATWA
761
Arbor Trust Wealth Advisors
Michigan
$2.21M -$170K -3,515 -7%
PRWA
762
Platte River Wealth Advisors
Colorado
$2.21M -$44.7K -925 -2%
Baker Avenue Asset Management
763
Baker Avenue Asset Management
California
$2.2M +$966K +19,980 +66%
DFA
764
Delta Financial Advisors
Louisiana
$2.2M – – –
MSAM
765
Moloney Securities Asset Management
Missouri
$2.19M -$30.5K -630 -1%
TAM
766
Townsend Asset Management
North Carolina
$2.18M -$99.8K -2,065 -4%
Guggenheim Capital
767
Guggenheim Capital
Illinois
$2.18M -$102K -2,105 -4%
BFO
768
Biltmore Family Office
North Carolina
$2.16M +$87.5K +1,810 +4%
Meridian Wealth Management
769
Meridian Wealth Management
Kentucky
$2.16M -$541K -11,190 -19%
NEPWA
770
New England Private Wealth Advisors
Massachusetts
$2.13M -$386K -7,975 -14%
Truepoint Inc
771
Truepoint Inc
Ohio
$2.13M +$114K +2,365 +5%
QCIG
772
Quad-Cities Investment Group
Iowa
$2.12M +$133K +2,755 +6%
Brighton Jones LLC
773
Brighton Jones LLC
Washington
$2.11M +$273K +5,655 +13%
Credit Suisse
774
Credit Suisse
Switzerland
$2.11M +$567K +11,735 +32%
BFO
775
Boston Family Office
Massachusetts
$2.1M -$359K -7,420 -13%