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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1101
Patten & Patten
Tennessee
$535K
OPWM
1102
Oxinas Partners Wealth Management
Indiana
$535K +$490K +11,640 New
CAM
1103
Congress Asset Management
Massachusetts
$533K
IC
1104
Innealta Capital
Texas
$531K +$62.4K +1,480 +15%
PPP
1105
Private Portfolio Partners
New Jersey
$530K +$45.3K +1,075 +10%
PWA
1106
Peterson Wealth Advisors
Utah
$530K
FFN
1107
Focus Financial Network
Minnesota
$529K -$20.4K -485 -4%
CANC
1108
Culbertson A N & Co
Virginia
$527K
TW
1109
TrinityPoint Wealth
Connecticut
$526K +$26.3K +625 +6%
FC
1110
Fulcrum Capital
Washington
$524K -$72.9K -1,730 -13%
APW
1111
Austin Private Wealth
Texas
$524K
MCM
1112
Mitchell Capital Management
Kansas
$522K -$57.3K -1,360 -11%
RSWM
1113
Robertson Stephens Wealth Management
California
$521K -$21.3K -505 -4%
IA
1114
Insight Advisors
Pennsylvania
$520K +$476K +11,305 New
FA
1115
FMA Advisory
Pennsylvania
$519K -$9.48K -225 -2%
HCIA
1116
Hochman Cole Investment Advisors
Illinois
$516K
FFA
1117
Founders Financial Alliance
North Carolina
$515K -$139K -3,290 -23%
JFG
1118
JMG Financial Group
Illinois
$515K +$45.9K +1,090 +11%
CWM
1119
Calamos Wealth Management
Illinois
$514K -$200K -4,740 -30%
CWC
1120
Carolinas Wealth Consulting
North Carolina
$512K +$210K +4,995 +81%
ST
1121
Somerset Trust
Pennsylvania
$510K -$14.7K -350 -3%
SWM
1122
SigFig Wealth Management
California
$509K +$146K +3,455 +45%
Fisher Asset Management
1123
Fisher Asset Management
Washington
$508K +$466K +11,055 New
HWA
1124
HHM Wealth Advisors
Tennessee
$507K +$164K +3,885 +54%
FA
1125
FDx Advisors
Illinois
$505K -$73.5K -1,745 -14%