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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
926
Sullivan, Bruyette, Speros & Blaney
Virginia
$614K +$178K +5,355 +45%
FC
927
Financial Consulate
Maryland
$610K -$356K -10,715 -38%
Tocqueville Asset Management
928
Tocqueville Asset Management
New York
$604K -$614K -18,500 -52%
CMP
929
Courage Miller Partners
Virginia
$598K -$830 -25 -0.1%
Wealth Enhancement Advisory Services
930
Wealth Enhancement Advisory Services
Minnesota
$597K -$8.3K -250 -2%
CB
931
Cadence Bank
Mississippi
$595K +$556K +16,735 New
Avantax Planning Partners
932
Avantax Planning Partners
Iowa
$584K +$24.4K +735 +5%
Independent Financial Group
933
Independent Financial Group
California
$582K -$53.3K -1,605 -9%
CPSC
934
Carl P. Sherr & Co
Massachusetts
$582K -$374K -11,255 -41%
SWM
935
Stockman Wealth Management
Montana
$582K -$2.99K -90 -0.5%
FPGK
936
Financial Partners Group (Kansas)
Kansas
$581K -$139K -4,195 -20%
COF
937
Capital One Financial
Virginia
$575K -$143K -4,315 -21%
SHJ
938
Sharkey, Howes & Javer
Colorado
$573K -$12.3K -370 -2%
TP
939
Tranquility Partners
Tennessee
$568K -$69.4K -2,090 -12%
MCM
940
McRae Capital Management
New Jersey
$565K +$35K +1,055 +7%
RFN
941
RDA Financial Network
Iowa
$564K -$10.8K -325 -2%
KP
942
Keel Point
Alabama
$564K +$183K +5,505 +53%
TFGT
943
TS Financial Group (TSFG)
Illinois
$561K +$323K +9,725 +161%
Mission Wealth Management
944
Mission Wealth Management
California
$554K -$30.7K -925 -6%
CFA
945
CWS Financial Advisors
Michigan
$554K +$518K +15,585 New
GP
946
Geneva Partners
Wisconsin
$550K -$54K -1,625 -10%
55I LLC
947
55I LLC
Massachusetts
$550K +$513K +15,460 New
GPA
948
Garrison Point Advisors
California
$549K +$157K +4,725 +44%
SWM
949
SeaCrest Wealth Management
New York
$547K +$33K +995 +7%
Brighton Jones LLC
950
Brighton Jones LLC
Washington
$545K -$419K -12,630 -45%