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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1101
Betterment LLC
New York
$798K – – –
CAWM
1102
Capital Advisors Wealth Management
Washington
$795K -$134K -2,765 -13%
CFO
1103
Collective Family Office
Pennsylvania
$791K +$2.66K +55 +0.3%
AIM
1104
Anchor Investment Management
South Carolina
$791K -$167K -3,460 -16%
HNW
1105
High Note Wealth
Minnesota
$790K +$801K +16,570 New
LC
1106
Lincoln Capital
Nebraska
$786K +$7.01K +145 +0.8%
SW
1107
SlateStone Wealth
Florida
$785K -$33.6K -695 -4%
FNWM
1108
Financial Network Wealth Management
Utah
$784K -$110K -2,280 -11%
EverSource Wealth Advisors
1109
EverSource Wealth Advisors
Alabama
$780K +$45.7K +945 +6%
SWM
1110
Selective Wealth Management
Virginia
$778K -$83.4K -1,725 -9%
SHJ
1111
Sharkey, Howes & Javer
Colorado
$776K +$7.25K +150 +0.9%
PWP
1112
Principle Wealth Partners
Connecticut
$773K +$31.9K +660 +4%
SDWMA
1113
Schneider Downs Wealth Management Advisors
Pennsylvania
$772K +$68.9K +1,425 +9%
RPGK
1114
Retirement Planning Group (Kansas)
Kansas
$771K – – –
TCOO
1115
Trust Company of Oklahoma
Oklahoma
$770K -$54.4K -1,125 -6%
Csenge Advisory Group
1116
Csenge Advisory Group
Florida
$763K -$856K -17,715 -50%
IAG
1117
Investment Advisory Group
Massachusetts
$763K +$14K +290 +2%
Independent Advisor Alliance
1118
Independent Advisor Alliance
North Carolina
$758K -$16.7K -345 -2%
Empirical Wealth Management
1119
Empirical Wealth Management
Washington
$756K -$24.2K -500 -3%
GJIC
1120
Gamble Jones Investment Counsel
California
$755K -$35.1K -725 -4%
HCMT
1121
Highland Capital Management (Tennessee)
Tennessee
$750K -$54.4K -1,125 -6%
BS
1122
Boenning & Scattergood
Pennsylvania
$749K +$1.21K +25 +0.1%
FPGK
1123
Financial Partners Group (Kansas)
Kansas
$746K +$110K +2,265 +15%
JAFL
1124
Jay A. Fishman Ltd
Michigan
$745K -$3.38K -70 -0.4%
TA
1125
TFG Advisers
Michigan
$742K +$9.43K +195 +1%