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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
851
Eldridge Investment Advisors
New Hampshire
$805K +$46.1K +1,200 +6%
ACM
852
Allred Capital Management
Texas
$803K -$24K -625 -3%
9WM
853
9258 Wealth Management
Ohio
$799K -$137K -3,570 -15%
LSPW
854
Lake Street Private Wealth
Illinois
$799K +$74K +1,925 +10%
SG
855
StoneX Group
New York
$796K +$18.8K +490 +2%
MIM
856
Marco Investment Management
Georgia
$791K -$7.3K -190 -0.9%
PCTC
857
Perkins Coie Trust Company
Washington
$791K
MWP
858
MYCIO Wealth Partners
Pennsylvania
$782K -$73K -1,900 -9%
BCM
859
Brookmont Capital Management
Texas
$778K +$46.7K +1,215 +6%
TCOT
860
Trust Company of Toledo
Ohio
$771K -$384 -10 -0.1%
FCFC
861
First Commonwealth Financial Corp
Pennsylvania
$759K +$148K +3,850 +24%
DLCIG
862
D.L. Carlson Investment Group
New Hampshire
$754K +$266K +6,915 +55%
PWM
863
Paulson Wealth Management
Illinois
$752K -$3.07K -80 -0.4%
DBT
864
Dubuque Bank & Trust
Iowa
$745K +$74.6K +1,940 +11%
MBTD
865
Mechanics Bank - Trust Department
California
$743K -$57.6K -1,500 -7%
SHA
866
Seneca House Advisors
Virginia
$739K -$11.5K -300 -2%
LFPWM
867
Leicht Financial Planning & Wealth Management
New Jersey
$732K -$245K -6,385 -25%
VWM
868
Venturi Wealth Management
Texas
$727K -$295K -7,675 -29%
PWG
869
Private Wealth Group
Florida
$724K
LCOV
870
London Company of Virginia
Virginia
$721K -$1.46M -37,920 -67%
MOACM
871
Mutual of America Capital Management
New York
$720K -$1.81M -47,205 -72%
HPC
872
Hobart Private Capital
North Carolina
$714K -$74.6K -1,940 -10%
NSIM
873
North Star Investment Management
Illinois
$707K
WCM
874
Wealthcare Capital Management
Virginia
$701K +$81.9K +2,130 +13%
TFS
875
TrustCore Financial Services
Tennessee
$698K -$66.9K -1,740 -9%