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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
1051
Spectrum Wealth Advisory Group
California
$356K -$4.23K -110 -1%
BWM
1052
Baystate Wealth Management
Massachusetts
$354K +$384 +10 +0.1%
LDB
1053
Lee, Danner & Bass
Tennessee
$353K – – –
WPC
1054
Waters Parkerson & Co
Louisiana
$353K +$29.8K +775 +9%
GBBWRPM
1055
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$353K +$350K +9,120 New
FANJ
1056
Financial Architects (New Jersey)
New Jersey
$352K -$1.08M -28,200 -76%
EWA
1057
Evolution Wealth Advisors
Florida
$349K +$347K +9,030 New
CYG
1058
Clean Yield Group
Vermont
$348K – – –
LNWWM
1059
Laird Norton Wetherby Wealth Management
California
$345K – – –
NWP
1060
Northstar Wealth Partners
Connecticut
$345K +$28.4K +740 +9%
PAMG
1061
Patton Albertson Miller Group
Tennessee
$344K -$160K -4,170 -32%
MWM
1062
Meridian Wealth Management
Kentucky
$344K – – –
CCP
1063
Corient Capital Partners
California
$341K -$80.3K -2,090 -19%
GIA
1064
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
SWA
1065
SFMG Wealth Advisors
Texas
$339K -$2.11K -55 -0.6%
MAM
1066
Meeder Asset Management
Ohio
$339K +$48K +1,250 +17%
FLI
1067
Family Legacy Inc
South Carolina
$337K +$17.7K +460 +6%
LIA
1068
LS Investment Advisors
Michigan
$336K – – –
PO
1069
Private Ocean
California
$335K +$20.4K +530 +7%
BO
1070
Bank OZK
Arkansas
$334K -$9.61K -250 -3%
TSS
1071
Two Sigma Securities
New York
$333K +$331K +8,610 New
CWM
1072
Confluence Wealth Management
Oregon
$331K -$2.31K -60 -0.7%
WCG
1073
Weaver Consulting Group
California
$331K – – –
SYBT
1074
Stock Yards Bank & Trust
Kentucky
$331K +$6.92K +180 +2%
AIM
1075
Advantage Investment Management
Iowa
$329K -$134K -3,475 -29%