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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
776
Bison Wealth
Georgia
$912K +$110K +3,025 +12%
RC
777
RegentAtlantic Capital
New Jersey
$911K
VWA
778
V Wealth Advisors
Kansas
$902K +$34.8K +955 +4%
EWM
779
Endurance Wealth Management
Rhode Island
$901K +$32.8K +900 +3%
TF
780
Trek Financial
Arizona
$899K +$987K +27,055 New
CL
781
Cabana LLC
Arkansas
$899K +$988K +27,070 New
PWS
782
Paragon Wealth Strategies
Florida
$897K -$554K -15,185 -36%
TCM
783
Tradition Capital Management
New Jersey
$888K +$13.3K +365 +1%
SLG
784
Stanley-Laman Group
Pennsylvania
$885K -$2.92K -80 -0.3%
PIA
785
Pinion Investment Advisors
Kansas
$884K +$341K +9,335 +54%
WA
786
WBH Advisory
Maryland
$882K +$10.8K +295 +1%
EAM
787
Evanson Asset Management
California
$879K
PWA
788
Peterson Wealth Advisors
Utah
$878K -$192K -5,275 -17%
PL
789
Plancorp LLC
Missouri
$872K
GC
790
Grace Capital
Massachusetts
$869K +$219K +6,000 +30%
EF
791
Empirical Finance
Pennsylvania
$867K +$952K +26,105 New
VWM
792
Venturi Wealth Management
Texas
$864K +$181K +4,960 +23%
MWM
793
Mission Wealth Management
California
$850K +$156K +4,285 +20%
SFSIG
794
San Francisco Sentry Investment Group
California
$849K
OFG
795
Omega Financial Group
California
$848K +$931K +25,525 New
BRM
796
Boston Research & Management
Massachusetts
$842K +$689K +18,875 +291%
CCB
797
Cutter & Co Brokerage
Missouri
$840K +$290K +7,960 +46%
BWCS
798
Beirne Wealth Consulting Services
Connecticut
$835K +$917K +25,130 New
SC
799
Savant Capital
Illinois
$814K -$590K -16,170 -40%
LFG
800
LifePlan Financial Group
Ohio
$812K -$69.5K -1,905 -7%