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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Occidental Asset Management
1176
Occidental Asset Management
California
$856K -$28.5K -590 -3%
Calton & Associates
1177
Calton & Associates
Florida
$855K +$430K +8,910 +102%
Columbus Macro
1178
Columbus Macro
Pennsylvania
$854K +$852K +17,645 New
MWA
1179
MFA Wealth Advisors
Pennsylvania
$843K +$842K +17,420 New
Gamble Jones Investment Counsel
1180
Gamble Jones Investment Counsel
California
$833K – – –
Prosperity Capital Advisors
1181
Prosperity Capital Advisors
Ohio
$832K +$831K +17,200 New
Empirical Wealth Management
1182
Empirical Wealth Management
Washington
$832K -$2.42K -50 -0.3%
Highland Capital Management (Tennessee)
1183
Highland Capital Management (Tennessee)
Tennessee
$823K -$3.62K -75 -0.4%
TA
1184
TFG Advisers
Michigan
$821K +$2.66K +55 +0.3%
Jay A. Fishman Ltd
1185
Jay A. Fishman Ltd
Michigan
$818K -$3.14K -65 -0.4%
DACG
1186
Donor Advised Charitable Giving
California
$817K +$27.3K +565 +3%
HA
1187
HFG Advisors
Ohio
$813K +$92.3K +1,910 +13%
SC&H Financial Advisors
1188
SC&H Financial Advisors
Maryland
$811K +$87.4K +1,810 +12%
Farther Finance Advisors
1189
Farther Finance Advisors
California
$809K +$808K +16,725 New
Moisand Fitzgerald Tamayo
1190
Moisand Fitzgerald Tamayo
Florida
$809K -$5.07K -105 -0.6%
Boenning & Scattergood
1191
Boenning & Scattergood
Pennsylvania
$804K -$101K -2,095 -12%
Appleton Partners
1192
Appleton Partners
Massachusetts
$803K -$2.66K -55 -0.3%
HNW
1193
High Note Wealth
Minnesota
$802K – – –
PCM
1194
Pointe Capital Management
Michigan
$799K +$13.8K +285 +2%
Cobblestone Capital Advisors
1195
Cobblestone Capital Advisors
New York
$796K – – –
HBWM
1196
Hollow Brook Wealth Management
New York
$796K +$5.8K +120 +0.7%
Fiducient Advisors
1197
Fiducient Advisors
Illinois
$795K +$65K +1,345 +9%
CFA
1198
CWS Financial Advisors
Michigan
$793K -$333K -6,900 -31%
TIA
1199
Traphagen Investment Advisors
New Jersey
$792K +$12.1K +250 +2%
SeaBridge Investment Advisors
1200
SeaBridge Investment Advisors
New Jersey
$791K +$24.2K +500 +3%