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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
801
Flywheel Private Wealth
California
$4.77M -$430K -7,323 -9%
CAGAS
802
Capital Advisory Group Advisory Services
Minnesota
$4.76M +$4.7K +80 +0.1%
FA
803
Flagstar Advisors
New York
$4.74M -$1.41M -24,018 -24%
FFS
804
Founders Financial Securities
Maryland
$4.73M -$5.29M -90,054 -54%
R
805
Rebalance
California
$4.73M -$407K -6,939 -8%
TCOO
806
Trust Company of Oklahoma
Oklahoma
$4.73M -$50.8K -865 -1%
PCM
807
Parsons Capital Management
Rhode Island
$4.72M -$76K -1,295 -2%
FPCG
808
Forum Private Client Group
Indiana
$4.72M +$379K +6,458 +9%
UBG
809
United Bank (Georgia)
Georgia
$4.71M +$144K +2,460 +3%
LPT
810
Legacy Private Trust
Wisconsin
$4.7M -$382K -6,510 -8%
FNBOO
811
First National Bank of Omaha
Nebraska
$4.68M -$176K -2,997 -4%
PWMA
812
Pension & Wealth Management Advisors
Massachusetts
$4.68M -$36.3K -618 -0.8%
GFP
813
Gryphon Financial Partners
Ohio
$4.67M +$213K +3,621 +5%
NL
814
NEPC LLC
Massachusetts
$4.65M
SG
815
StoneX Group
New York
$4.64M -$814K -13,865 -16%
UWM
816
USAdvisors Wealth Management
Minnesota
$4.62M +$252K +4,292 +6%
LIA
817
LBMC Investment Advisors
Tennessee
$4.62M -$614K -10,467 -12%
BFA
818
Blueprint Financial Advisors
North Carolina
$4.57M +$4.33M +73,730 New
GF
819
Gries Financial
Ohio
$4.57M -$106K -1,801 -2%
G
820
GenTrust
Florida
$4.52M -$668K -11,382 -14%
SFG
821
Sather Financial Group
Texas
$4.52M
CFS
822
CRA Financial Services
New Jersey
$4.49M -$365K -6,222 -8%
CAI
823
Capital Advisors Inc
Oklahoma
$4.47M -$157K -2,678 -4%
BIP
824
Blueprint Investment Partners
North Carolina
$4.46M +$4.23M +71,992 New
PAM
825
Palisade Asset Management
Minnesota
$4.46M +$170K +2,902 +4%