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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
1001
Strategic Wealth Partners Group
Illinois
$1.56M +$18.6K +355 +1%
FFN
1002
Focus Financial Network
Minnesota
$1.56M +$833K +15,895 +104%
WCFA
1003
Walkner Condon Financial Advisors
Wisconsin
$1.55M +$194K +3,710 +14%
PCM
1004
Presidio Capital Management
California
$1.55M +$23.6K +450 +1%
GJIA
1005
Glass Jacobson Investment Advisors
Maryland
$1.54M -$67.1K -1,280 -4%
AIM
1006
Alhambra Investment Management
Florida
$1.54M +$1.62M +30,915 New
TIA
1007
Tiemann Investment Advisors
California
$1.54M +$5.76K +110 +0.4%
PWMG
1008
Pinnacle Wealth Management Group
Michigan
$1.54M +$17.6K +335 +1%
HCA
1009
Harbour Capital Advisors
Virginia
$1.53M -$6.55K -125 -0.4%
AG
1010
Ascent Group
Virginia
$1.53M -$1.3M -24,785 -44%
PCMC
1011
Private Capital Management (Colorado)
Colorado
$1.53M -$318K -6,060 -17%
MWM
1012
Mission Wealth Management
California
$1.53M -$61.8K -1,180 -4%
IAIM
1013
International Assets Investment Management
Florida
$1.52M +$164K +3,125 +11%
FAM
1014
Forte Asset Management
New York
$1.52M +$11K +210 +0.7%
G
1015
Gainplan
Michigan
$1.52M +$144K +2,755 +10%
RRA
1016
Round Rock Advisors
Connecticut
$1.51M +$9.7K +185 +0.6%
CC
1017
Cadinha & Co
Hawaii
$1.51M +$8.91K +170 +0.6%
BB
1018
Berkshire Bank
Massachusetts
$1.51M
APP
1019
Avantax Planning Partners
Iowa
$1.51M +$51.1K +975 +3%
MI
1020
Moneywise Inc
Virginia
$1.49M -$49.5K -945 -3%
BWM
1021
Baystate Wealth Management
Massachusetts
$1.48M +$1.15M +21,965 +281%
QCM
1022
Quantinno Capital Management
New York
$1.48M -$453K -8,635 -22%
SL
1023
SWMG LLC
Texas
$1.48M +$1.34M +25,640 +625%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$1.48M -$150K -2,860 -9%
PFA
1025
Pinnacle Family Advisors
Missouri
$1.47M +$54.5K +1,040 +4%