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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
976
John W. Brooker & Co
California
$753K +$725K +18,285 New
PGAM
977
Princeton Global Asset Management
New Jersey
$748K +$165K +4,170 +30%
CA
978
Claro Advisors
Massachusetts
$746K +$18.8K +475 +3%
TFS
979
TrustCore Financial Services
Tennessee
$738K -$5.15K -130 -0.7%
CL
980
CIM LLC
New York
$735K
MWM
981
Mission Wealth Management
California
$729K -$187K -4,715 -21%
S
982
SignatureFD
Georgia
$727K +$281K +7,080 +67%
TP
983
Tranquility Partners
Tennessee
$725K -$1.78K -45 -0.3%
Treasurer of the State of North Carolina
984
Treasurer of the State of North Carolina
North Carolina
$724K +$73.3K +1,850 +12%
TPW
985
TL Private Wealth
Texas
$721K +$694K +17,505 New
IWP
986
IAG Wealth Partners
Wisconsin
$719K +$692K +17,465 New
PWM
987
Paulson Wealth Management
Illinois
$712K -$96.3K -2,430 -12%
WCM
988
Wealthcare Capital Management
Virginia
$710K -$36.1K -910 -5%
NF
989
Nikulski Financial
Iowa
$709K +$47.6K +1,200 +7%
FG
990
Fiduciary Group
Georgia
$705K +$156K +3,925 +30%
PCS
991
Personal CFO Solutions
New Jersey
$703K +$79.9K +2,015 +13%
BTW
992
Boston Trust Walden
Massachusetts
$700K
WCWM
993
Wooster Corthell Wealth Management
Connecticut
$699K
SFG
994
Sather Financial Group
Texas
$699K +$674K +17,000 New
SWM
995
SeaCrest Wealth Management
New York
$694K -$594 -15 -0.1%
CCA
996
Cobblestone Capital Advisors
New York
$694K
VWM
997
Venturi Wealth Management
Texas
$693K -$78.1K -1,970 -10%
TCM
998
Tufton Capital Management
Maryland
$693K +$29.7K +750 +5%
SAM
999
S.A. Mason
Michigan
$693K +$667K +16,840 New
PWP
1000
Principle Wealth Partners
Connecticut
$684K