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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1126
Moisand Fitzgerald Tamayo
Florida
$738K +$725 +15 +0.1%
ICG
1127
InterOcean Capital Group
Tennessee
$738K +$38.7K +800 +5%
ES
1128
Eagle Strategies
New York
$735K -$357K -7,375 -31%
GFG
1129
Greystone Financial Group
Michigan
$733K -$97.2K -2,010 -11%
AP
1130
Appleton Partners
Massachusetts
$730K +$42.5K +880 +6%
CBFP
1131
Cedar Brook Financial Partners
Ohio
$724K -$34.8K -720 -4%
CCA
1132
Cobblestone Capital Advisors
New York
$722K
CRI
1133
Colonial River Investments
Virginia
$720K -$77.8K -1,610 -9%
RIA
1134
Realta Investment Advisors
Delaware
$718K +$3.87K +80 +0.5%
DACG
1135
Donor Advised Charitable Giving
California
$716K -$18.6K -385 -2%
HBWM
1136
Hollow Brook Wealth Management
New York
$716K
WJWM
1137
Williams Jones Wealth Management
New York
$712K -$53.4K -1,105 -6%
PCM
1138
Pointe Capital Management
Michigan
$712K -$4.11K -85 -0.5%
TIA
1139
Traphagen Investment Advisors
New Jersey
$707K -$12.1K -250 -2%
KSWA
1140
Kathleen S. Wright Associates
Pennsylvania
$707K +$5.8K +120 +0.7%
EAM
1141
Evanson Asset Management
California
$705K
MMA
1142
Miracle Mile Advisors
California
$703K +$312K +6,455 +67%
KBC Group
1143
KBC Group
Belgium
$702K +$266K +5,500 +52%
SG Americas Securities
1144
SG Americas Securities
New York
$700K -$435K -8,990 -36%
GWM
1145
GDS Wealth Management
Texas
$699K +$16.7K +345 +2%
WAM
1146
Weatherly Asset Management
California
$697K -$102K -2,110 -12%
GAM
1147
Gemmer Asset Management
California
$697K +$45K +930 +6%
SIA
1148
SeaBridge Investment Advisors
New Jersey
$695K
TWM
1149
Thrive Wealth Management
Pennsylvania
$695K +$50.8K +1,050 +7%
VAS
1150
Vestmark Advisory Solutions
Massachusetts
$691K -$31.2K -645 -4%