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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1026
Cedar Brook Financial Partners
Ohio
$866K +$233K +4,660 +39%
TCB
1027
Texas Capital Bancshares
Texas
$856K -$55.4K -1,110 -6%
WWM
1028
Wolff Wiese Magana
California
$854K +$41K +820 +5%
WIC
1029
Whitegate Investment Counselors
New Hampshire
$853K -$387K -7,755 -32%
SIA
1030
Sovereign Investment Advisors
Arizona
$845K
GWS
1031
Glassman Wealth Services
Virginia
$843K +$499 +10 +0.1%
RB
1032
Renasant Bank
Mississippi
$843K +$70.7K +1,415 +10%
MAS
1033
Madden Advisory Services
Florida
$841K -$12.2K -245 -1%
CA
1034
Claro Advisors
Massachusetts
$840K -$249K -4,980 -24%
HS
1035
Horan Securities
United States
$832K +$195K +3,905 +32%
CWC
1036
Carolinas Wealth Consulting
North Carolina
$830K +$240K +4,810 +43%
CWS
1037
Cypress Wealth Services
California
$827K +$177K +3,550 +29%
BG
1038
Benedetti & Gucer
Georgia
$827K +$794K +15,900 New
OPWM
1039
Oakwell Private Wealth Management
Texas
$815K +$40K +800 +5%
FC
1040
Financial Consulate
Maryland
$812K -$35.5K -710 -4%
APP
1041
Avantax Planning Partners
Iowa
$808K
FPWM
1042
FSB Premier Wealth Management
Iowa
$807K -$911K -18,240 -54%
KBC Group
1043
KBC Group
Belgium
$807K -$74.9K -1,500 -9%
EGWAG
1044
Elwood & Goetz Wealth Advisory Group
Georgia
$803K +$76.7K +1,535 +11%
VAS
1045
Vestmark Advisory Solutions
Massachusetts
$802K -$136K -2,720 -15%
NFC
1046
Northeast Financial Consultants
Connecticut
$795K +$30K +600 +4%
CFA
1047
CWS Financial Advisors
Michigan
$793K
SFSIG
1048
San Francisco Sentry Investment Group
California
$791K -$38.5K -770 -5%
CPSC
1049
Carl P. Sherr & Co
Massachusetts
$791K -$6.24K -125 -0.8%
DIA
1050
Dana Investment Advisors
Wisconsin
$790K +$758K +15,175 New