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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DACG
1151
Donor Advised Charitable Giving
California
$886K -$54.6K -980 -6%
NFC
1152
Northeast Financial Consultants
Connecticut
$886K +$278 +5 +0%
OPWM
1153
Oakwell Private Wealth Management
Texas
$880K
HWM
1154
Hemington Wealth Management
Virginia
$879K -$31.4K -565 -3%
EGWAG
1155
Elwood & Goetz Wealth Advisory Group
Georgia
$878K +$67.6K +1,215 +9%
ACM
1156
Advisors Capital Management
New Jersey
$876K +$6.4K +115 +0.7%
MAM
1157
MMA Asset Management
Pennsylvania
$870K -$15.3K -275 -2%
ICG
1158
InterOcean Capital Group
Tennessee
$862K +$30.1K +540 +4%
BWM
1159
Baystate Wealth Management
Massachusetts
$860K +$706K +12,675 +505%
BWM
1160
Birchcreek Wealth Management
Ohio
$859K +$134K +2,410 +19%
YWS
1161
Yarger Wealth Strategies
Ohio
$857K +$842K +15,130 New
LA
1162
LexAurum Advisors
Kansas
$855K -$104K -1,865 -11%
AP
1163
Appleton Partners
Massachusetts
$855K +$90.5K +1,625 +12%
KF
1164
Krilogy Financial
Missouri
$852K +$145K +2,600 +21%
IAIM
1165
International Assets Investment Management
Florida
$850K +$57.3K +1,030 +7%
NSIM
1166
North Star Investment Management
Illinois
$848K
FA
1167
Fiducient Advisors
Illinois
$846K +$278 +5 +0%
Kovitz Investment Group Partners
1168
Kovitz Investment Group Partners
Illinois
$838K -$6.4K -115 -0.6%
ES
1169
Eagle Strategies
New York
$835K +$820K +14,740 New
PCM
1170
Pointe Capital Management
Michigan
$831K +$27K +485 +3%
CMP
1171
Courage Miller Partners
Virginia
$830K -$10.9K -195 -1%
ZIG
1172
Zullo Investment Group
Pennsylvania
$827K +$814K +14,615 New
MLL
1173
Moody Lynn & Lieberson
Massachusetts
$825K
MA
1174
MONECO Advisors
Connecticut
$823K +$141K +2,540 +19%
PSF
1175
Pacific Sun Financial
California
$822K