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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCG
926
Newport Capital Group
New Jersey
$1.74M -$1.8M -37,330 -51%
AAMC
927
Asset Allocation & Management Company
Illinois
$1.73M – – –
KFGK
928
Keystone Financial Group (Kentucky)
Kentucky
$1.73M +$34.1K +705 +2%
RWMG
929
Redwood Wealth Management Group
New Jersey
$1.73M +$1.73M +35,780 New
IAIM
930
International Assets Investment Management
Florida
$1.73M +$652K +13,505 +61%
BF
931
Blankinship & Foster
California
$1.72M +$69.3K +1,435 +4%
Waverly Advisors
932
Waverly Advisors
Alabama
$1.71M -$165K -3,410 -9%
KBFS
933
Kohmann Bosshard Financial Services
Ohio
$1.71M – – –
Clifford Swan Investment Counsel
934
Clifford Swan Investment Counsel
California
$1.7M -$3.62K -75 -0.2%
PCMF
935
Private Capital Management (Florida)
Florida
$1.69M -$35K -725 -2%
Rathbones Group
936
Rathbones Group
United Kingdom
$1.69M +$40.6K +840 +2%
AF
937
Advisornet Financial
Minnesota
$1.68M -$52.7K -1,090 -3%
WP
938
WealthSource Partners
California
$1.68M -$226K -4,680 -12%
NCM
939
Next Capital Management
New York
$1.67M +$67.9K +1,405 +4%
CFO
940
Colony Family Offices
North Carolina
$1.67M +$38.9K +805 +2%
OWA
941
One Wealth Advisors
California
$1.66M -$222K -4,605 -12%
FAM
942
Forte Asset Management
New York
$1.66M +$7.97K +165 +0.5%
BWM
943
BigSur Wealth Management
Florida
$1.66M – – –
WWC
944
Waypoint Wealth Counsel
Georgia
$1.65M +$1.65M +34,210 New
SCA
945
St. Clair Advisors
Ohio
$1.65M +$121K +2,500 +8%
NF
946
Nikulski Financial
Iowa
$1.65M +$37.7K +780 +2%
PTC
947
Philadelphia Trust Company
Pennsylvania
$1.64M – – –
EK
948
Evensky & Katz
Florida
$1.64M -$25.1K -520 -2%
IP
949
Investment Partners
Ohio
$1.63M -$157K -3,255 -9%
CWM
950
Campbell Wealth Management
Virginia
$1.62M +$62.3K +1,290 +4%