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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
826
Ferguson Wellman Capital Management
Oregon
$5.01M +$5.15M +74,204 New
SPW
827
Surience Private Wealth
Washington
$5.01M +$5.14M +74,118 New
PPWM
828
PFG Private Wealth Management
Florida
$4.98M +$103K +1,486 +2%
PWA
829
Provenance Wealth Advisors
Florida
$4.96M -$912K -13,144 -15%
MG
830
Mather Group
Illinois
$4.94M -$34.1K -491 -0.7%
VFP
831
Vilga Financial Planning
New Jersey
$4.93M +$680K +9,805 +15%
GCA
832
Greenwood Capital Associates
South Carolina
$4.93M -$2.5M -36,050 -33%
BWM
833
Birchcreek Wealth Management
Ohio
$4.92M +$131K +1,893 +3%
TCOO
834
Trust Company of Oklahoma
Oklahoma
$4.92M +$39.1K +564 +0.8%
WWA
835
WCG Wealth Advisors
Nevada
$4.9M +$390K +5,625 +8%
ODIJL
836
One Day In July LLC
Vermont
$4.9M -$73.8K -1,064 -1%
Betterment LLC
837
Betterment LLC
New York
$4.86M +$1.04M +15,034 +26%
FFS
838
Fortress Financial Solutions
Arizona
$4.83M -$148K -2,133 -3%
TF
839
Tenzing Financial
Virginia
$4.83M +$502K +7,236 +12%
CWM
840
Cranbrook Wealth Management
Michigan
$4.83M -$197K -2,841 -4%
JRSI
841
Jeter Robert S II
$4.81M +$4.51M +64,977 New
BWP
842
BSW Wealth Partners
Colorado
$4.78M -$82.3K -1,187 -2%
QFA
843
Quattro Financial Advisors
Texas
$4.77M -$2.27M -32,755 -32%
CBT
844
Central Bank & Trust
Kentucky
$4.74M +$350K +5,047 +8%
NS
845
NBC Securities
Alabama
$4.73M -$35.8K -516 -0.7%
JIP
846
Jaffetilchin Investment Partners
Florida
$4.72M -$3.47K -50 -0.1%
MPWS
847
McCarter Private Wealth Services
Massachusetts
$4.7M -$547K -7,891 -10%
GFWA
848
Grey Fox Wealth Advisors
Delaware
$4.67M +$522K +7,532 +12%
FFS
849
Founders Financial Securities
Maryland
$4.66M -$900K -12,969 -16%
LF
850
LifeSteps Financial
California
$4.66M +$386K +5,559 +9%