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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1176
MONECO Advisors
Connecticut
$823K +$141K +2,540 +19%
PSF
1177
Pacific Sun Financial
California
$822K – – –
CT
1178
Caldwell Trust
Florida
$820K – – –
FC
1179
Financial Consulate
Maryland
$820K +$25K +450 +3%
LSPW
1180
Lake Street Private Wealth
Illinois
$820K +$233K +4,180 +41%
WCWM
1181
Willow Creek Wealth Management
California
$819K -$835 -15 -0.1%
PPP
1182
Private Portfolio Partners
New Jersey
$819K +$16.1K +290 +2%
GWM
1183
GDS Wealth Management
Texas
$815K +$801K +14,395 New
WDG
1184
Wealth Dimensions Group
Ohio
$814K -$1.67K -30 -0.2%
GWM
1185
GSB Wealth Management
Connecticut
$813K +$382K +6,865 +92%
GMA
1186
Goldstein Munger & Associates
California
$811K – – –
HA
1187
HFG Advisors
Ohio
$809K +$795K +14,290 New
SWM
1188
SFG Wealth Management
Maryland
$808K +$795K +14,275 New
Wedmont Private Capital
1189
Wedmont Private Capital
Pennsylvania
$806K +$807K +14,490 New
CL
1190
CPWM LLC
Washington
$805K – – –
Capital Group Private Client Services
1191
Capital Group Private Client Services
California
$805K +$5.84K +105 +0.7%
SDWMA
1192
Schneider Downs Wealth Management Advisors
Pennsylvania
$803K +$13.1K +235 +2%
CPSC
1193
Carl P. Sherr & Co
Massachusetts
$799K – – –
RSS
1194
Rosenblum Silverman Sutton
California
$799K +$191K +3,435 +32%
LC
1195
Lincoln Capital
Nebraska
$798K +$39K +700 +5%
GPA
1196
Garrison Point Advisors
California
$797K – – –
SWM
1197
SeaCrest Wealth Management
New York
$791K +$38.1K +685 +5%
BA
1198
Bridge Advisory
California
$791K +$42.3K +760 +6%
BWG
1199
Beta Wealth Group
California
$789K – – –
MSCM
1200
McElhenny Sheffield Capital Management
Texas
$786K -$114K -2,055 -13%