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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
Scholtz & Company
Connecticut
$549K
DSA
927
Droms Strauss Advisors
Missouri
$546K
SQA
928
Simon Quick Advisors
New Jersey
$546K +$25.7K +670 +5%
FFN
929
Focus Financial Network
Minnesota
$546K
TFS
930
Thoroughbred Financial Services
Tennessee
$541K +$537K +13,985 New
SBWM
931
Sunflower Bank Wealth Management
Arizona
$540K
FA
932
FMA Advisory
Pennsylvania
$537K +$29.6K +770 +6%
JIC
933
Joel Isaacson & Co
New York
$536K
DACG
934
Donor Advised Charitable Giving
California
$535K -$581K -15,110 -52%
PGAM
935
Princeton Global Asset Management
New Jersey
$531K
FCH
936
Freestone Capital Holdings
Washington
$531K +$528K +13,740 New
DWM
937
Doyle Wealth Management
Florida
$529K +$384 +10 +0.1%
NFC
938
Northeast Financial Consultants
Connecticut
$527K +$192 +5 +0%
OIA
939
Optimum Investment Advisors
Illinois
$527K +$14.4K +375 +3%
AWM
940
Apollon Wealth Management
South Carolina
$525K -$12.5K -325 -2%
MC
941
Martin & Co
Tennessee
$523K -$961 -25 -0.2%
RCA
942
Rowland Carmichael Advisors
Arizona
$521K -$281K -7,300 -35%
CBU
943
CIBC Bank USA
Illinois
$519K +$25.9K +675 +5%
PEA
944
Pacific Edge Advisors
California
$518K -$19.2K -500 -4%
ACI
945
Alpha Cubed Investments
California
$518K +$116K +3,015 +29%
MCM
946
Maryland Capital Management
Maryland
$518K +$516K +13,415 New
AIA
947
Armor Investment Advisors
North Carolina
$517K
HBWM
948
Hollow Brook Wealth Management
New York
$516K
SC
949
Scotia Capital
Ontario, Canada
$514K -$97.4K -2,535 -16%
SWM
950
Stockman Wealth Management
Montana
$514K -$14.2K -370 -3%