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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
901
Embree Financial Group
Illinois
$3.61M +$783K +13,336 +30%
KWA
902
Kingswood Wealth Advisors
California
$3.61M +$474K +8,080 +16%
BWM
903
Birchcreek Wealth Management
Ohio
$3.61M +$261K +4,449 +8%
SWA
904
SOA Wealth Advisors
New York
$3.6M -$348K -5,927 -9%
HWM
905
HighMark Wealth Management
Minnesota
$3.6M +$63.6K +1,084 +2%
3F
906
360 Financial
Minnesota
$3.59M +$192K +3,266 +6%
KAS
907
KPP Advisory Services
Kentucky
$3.56M +$51.7K +881 +2%
FSG
908
Financial Strategies Group
Michigan
$3.56M +$20K +341 +0.6%
BFWA
909
Benchmark Financial Wealth Advisors
Florida
$3.56M +$19.5K +332 +0.6%
FB
910
Fulton Bank
Pennsylvania
$3.54M +$781K +13,304 +30%
HNWAG
911
High Net Worth Advisory Group
Florida
$3.52M -$62.7K -1,068 -2%
SWM
912
SigFig Wealth Management
California
$3.51M +$683K +11,631 +26%
HL
913
HeadInvest LLC
Maine
$3.51M -$147K -2,504 -4%
AM
914
AGF Management
Ontario, Canada
$3.48M -$29.4K -500 -0.9%
AWP
915
Astra Wealth Partners
New Jersey
$3.48M -$71.4K -1,216 -2%
TPWA
916
TRUE Private Wealth Advisors
Oregon
$3.47M -$13.2M -224,048 -80%
CV
917
Counterweight Ventures
North Carolina
$3.46M +$22.5K +383 +0.7%
IF
918
Intrua Financial
Texas
$3.45M -$225K -3,838 -6%
BWG
919
Balanced Wealth Group
Ohio
$3.45M +$71K +1,209 +2%
JAA
920
Joel Adams & Associates
North Carolina
$3.44M +$85.7K +1,460 +3%
HPC
921
HM Payson & Co
Maine
$3.41M -$28.2K -480 -0.9%
Russell Investments Group
922
Russell Investments Group
United Kingdom
$3.38M +$1.95M +33,143 +155%
KP
923
Keel Point
Alabama
$3.34M -$694K -11,814 -18%
SFS
924
Sowell Financial Services
Arkansas
$3.34M -$443K -7,549 -12%
NA
925
Nordwand Advisors
Pennsylvania
$3.33M +$3.16M +53,770 New