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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
926
Cypress Wealth Services
California
$578K -$898K -24,150 -55%
BCM
927
Brookmont Capital Management
Texas
$577K -$372 -10 -0%
CAM
928
Congress Asset Management
Massachusetts
$575K +$208K +5,595 +39%
SG Americas Securities
929
SG Americas Securities
New York
$567K +$733K +19,710 New
SFP
930
Strategic Financial Partners
Oregon
$566K -$175K -4,695 -19%
VVP
931
Venture Visionary Partners
Ohio
$565K -$144K -3,885 -16%
FMC
932
First Merchants Corp
Indiana
$564K -$92.9K -2,500 -11%
PAM
933
Palisade Asset Management
Minnesota
$561K +$725K +19,495 New
WSTAM
934
Wilbanks Smith & Thomas Asset Management
Virginia
$560K +$236K +6,335 +48%
FPGK
935
Financial Partners Group (Kansas)
Kansas
$556K -$8.61M -231,695 -92%
CFFP
936
Center for Financial Planning
Michigan
$543K +$14.7K +395 +2%
DLCIG
937
D.L. Carlson Investment Group
New Hampshire
$542K
AC
938
Abbrea Capital
California
$540K +$7.44K +200 +1%
MBTD
939
Mechanics Bank - Trust Department
California
$539K
JWBC
940
John W. Brooker & Co
California
$535K +$12.1K +325 +2%
Wealth Enhancement Advisory Services
941
Wealth Enhancement Advisory Services
Minnesota
$531K -$206K -5,540 -25%
TW
942
Transform Wealth
Colorado
$530K +$197K +5,305 +40%
SFP
943
Shepherd Financial Partners
Massachusetts
$525K -$2.11M -56,785 -76%
BAM
944
Berkshire Asset Management
Pennsylvania
$524K +$178K +4,780 +36%
TP
945
Tranquility Partners
Tennessee
$520K +$16.4K +440 +2%
Kovitz Investment Group Partners
946
Kovitz Investment Group Partners
Illinois
$519K +$671K +18,035 New
IFG
947
Independent Financial Group
California
$517K +$668K +17,975 New
CCA
948
Clearwater Capital Advisors
Illinois
$516K -$160K -4,310 -19%
TCOT
949
Trust Company of Toledo
Ohio
$516K -$74.4K -2,000 -10%
TCM
950
Tufton Capital Management
Maryland
$515K +$40K +1,075 +6%