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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1151
Ameraudi Asset Management
New York
$925K -$122K -2,400 -11%
RA
1152
Rise Advisors
New York
$925K -$45.9K -900 -5%
DFG
1153
Demars Financial Group
Washington
$924K -$98.6K -1,935 -9%
CBFP
1154
Cedar Brook Financial Partners
Ohio
$922K -$571K -11,210 -38%
DIA
1155
Dana Investment Advisors
Wisconsin
$922K
ANBT
1156
American National Bank & Trust
Texas
$922K -$1.24M -24,355 -57%
EWM
1157
Empirical Wealth Management
Washington
$919K +$60.1K +1,180 +7%
PWM
1158
PBMares Wealth Management
Virginia
$919K +$704K +13,825 +305%
CGPCS
1159
Capital Group Private Client Services
California
$919K +$281K +5,510 +43%
BCM
1160
Brookmont Capital Management
Texas
$914K +$255 +5 +0%
ICP
1161
Interchange Capital Partners
Pennsylvania
$914K +$189K +3,700 +25%
SEEDPG
1162
S.E.E.D. Planning Group
New York
$914K -$143K -2,815 -13%
FI
1163
Financial Insights
Washington
$911K -$63.9K -1,255 -6%
PMFA
1164
Plante Moran Financial Advisors
Michigan
$909K -$12.2K -240 -1%
BWA
1165
Beam Wealth Advisors
Louisiana
$901K -$4.33K -85 -0.5%
MBTD
1166
Mechanics Bank - Trust Department
California
$901K -$47.1K -925 -5%
BC
1167
Bowman & Company
Wisconsin
$901K -$422K -8,280 -31%
CAWM
1168
Capital Advisors Wealth Management
Washington
$898K +$2.8K +55 +0.3%
TCOT
1169
Trust Company of Toledo
Ohio
$898K -$50.9K -1,000 -5%
AIM
1170
Anchor Investment Management
South Carolina
$897K -$5.09K -100 -0.6%
IPW
1171
Invictus Private Wealth
Colorado
$894K -$41.5K -815 -4%
PWP
1172
Principle Wealth Partners
Connecticut
$888K -$5.35K -105 -0.6%
PVI
1173
Pine Valley Investments
New Jersey
$887K +$1.06M +20,745 New
NL
1174
NWAM LLC
Washington
$875K -$4.19M -82,170 -82%
DACG
1175
Donor Advised Charitable Giving
California
$871K +$26K +510 +3%