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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1201
ClearBridge Investments
New York
$523K +$32K +595 +6%
SignatureFD
1202
SignatureFD
Georgia
$522K -$405K -7,520 -43%
CP
1203
Capital Planning
Washington
$522K – – –
WP
1204
WealthShield Partners
North Carolina
$519K -$1.43M -26,505 -73%
AIP
1205
Ahrens Investment Partners
Louisiana
$515K -$136K -2,525 -21%
FF
1206
FourThought Financial
Florida
$514K +$269 +5 +0.1%
FB
1207
First Bancorp
Maine
$512K +$524K +9,740 New
BWP
1208
Baldwin Wealth Partners
Massachusetts
$511K -$18.6K -345 -3%
MWM
1209
Maltin Wealth Management
New Jersey
$510K +$1.61K +30 +0.3%
FPWM
1210
FSB Premier Wealth Management
Iowa
$509K -$81.2K -1,510 -13%
NCM
1211
Noesis Capital Mangement
Florida
$508K -$13.4K -250 -3%
CT
1212
Columbia Trust
Oregon
$508K – – –
EWM
1213
Echo Wealth Management
Minnesota
$504K -$11.8K -220 -2%
SNB
1214
Security National Bank
Nebraska
$503K +$269K +5,000 +110%
MCM
1215
Murphy Capital Management
New Jersey
$500K +$1.08K +20 +0.2%
SFM
1216
Signet Financial Management
New Jersey
$497K +$508K +9,445 New
ACA
1217
Atlas Capital Advisors
Wyoming
$496K +$207K +3,845 +69%
GWM
1218
Greenwich Wealth Management
Connecticut
$496K +$12.1K +225 +2%
FI
1219
Financial Insights
Washington
$494K – – –
TW
1220
TrinityPoint Wealth
Connecticut
$493K -$15.9K -295 -3%
CAM
1221
Carret Asset Management
New York
$492K +$25.3K +470 +5%
AA
1222
Ashford Advisors
New York
$489K – – –
NG
1223
NWK Group
California
$488K -$58.4K -1,085 -10%
Legal & General Group
1224
Legal & General Group
United Kingdom
$487K -$202K -3,750 -29%
One Capital Management
1225
One Capital Management
California
$487K -$17.5K -325 -3%