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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1201
Wealth Management Associates
New Jersey
$522K – – –
TW
1202
TrinityPoint Wealth
Connecticut
$519K -$64.8K -1,200 -11%
CT
1203
Columbia Trust
Oregon
$519K -$8.1K -150 -2%
MWM
1204
Maltin Wealth Management
New Jersey
$519K +$109K +2,010 +26%
EP
1205
Edgestream Partners
New Jersey
$519K +$521K +9,650 New
RPSA
1206
Richard P. Slaughter Associates
Texas
$517K -$4.05K -75 -0.8%
NCM
1207
Noesis Capital Mangement
Florida
$517K +$59.4K +1,100 +12%
1WA
1208
180 Wealth Advisors
Washington
$516K -$28.3K -525 -5%
OCM
1209
One Capital Management
California
$515K +$53.2K +985 +11%
FLI
1210
Family Legacy Inc
South Carolina
$511K +$22.9K +425 +5%
DI
1211
DAGCO Inc
Ohio
$509K -$6.75K -125 -1%
MCM
1212
Murphy Capital Management
New Jersey
$509K +$512K +9,480 New
EWM
1213
Echo Wealth Management
Minnesota
$508K -$88.8K -1,645 -15%
AFP
1214
Ausdal Financial Partners
Iowa
$508K +$69.9K +1,295 +16%
FI
1215
Financial Insights
Washington
$505K -$41.8K -775 -8%
BAM
1216
Barrett Asset Management
New York
$504K – – –
SAM
1217
SP Asset Management
California
$504K +$810 +15 +0.2%
ClearBridge Investments
1218
ClearBridge Investments
New York
$502K – – –
AA
1219
Ashford Advisors
New York
$500K – – –
FBC
1220
Fairfield, Bush & Co
Connecticut
$500K +$255K +4,725 +100%
CWM
1221
Concentric Wealth Management
California
$495K – – –
GWM
1222
Greenwich Wealth Management
Connecticut
$494K +$497K +9,200 New
DTC
1223
Davidson Trust Company
Washington
$492K – – –
LDB
1224
Lee, Danner & Bass
Tennessee
$491K – – –
DP
1225
Dearborn Partners
Illinois
$491K +$540 +10 +0.1%