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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1201
Bowman & Company
Wisconsin
$620K -$164K -3,325 -20%
TPW
1202
TL Private Wealth
Texas
$618K +$740 +15 +0.1%
SWM
1203
Shelton Wealth Management
Texas
$618K +$10.4K +210 +2%
AT
1204
American Trust
Kentucky
$615K +$185K +3,740 +38%
BCA
1205
Bay Colony Advisors
Massachusetts
$614K +$223K +4,515 +58%
VAFP
1206
Vahanian & Associates Financial Planning
New York
$613K -$266K -5,390 -28%
FPWM
1207
FSB Premier Wealth Management
Iowa
$613K -$5.43K -110 -0.8%
GP
1208
Geneva Partners
Wisconsin
$612K -$786K -15,930 -54%
SAM
1209
Seelaus Asset Management
New Jersey
$612K +$5.43K +110 +0.8%
EIA
1210
Edgemoor Investment Advisors
Maryland
$609K +$24.7K +500 +4%
ERWM
1211
Elk River Wealth Management
Colorado
$603K -$3.21K -65 -0.5%
FC
1212
Financial Consulate
Maryland
$602K -$50.4K -1,020 -7%
FFN
1213
Focus Financial Network
Minnesota
$602K +$103K +2,090 +19%
AF
1214
Alerus Financial
North Dakota
$601K – – –
SC
1215
Sepio Capital
Utah
$597K – – –
ATC
1216
Adirondack Trust Company
New York
$595K +$141K +2,860 +28%
CWM
1217
Collaborative Wealth Management
Florida
$594K +$648K +13,135 New
NFC
1218
Northeast Financial Consultants
Connecticut
$593K -$144K -2,925 -18%
TCB
1219
Texas Capital Bancshares
Texas
$592K – – –
LA
1220
LexAurum Advisors
Kansas
$591K -$71.3K -1,445 -10%
WCWM
1221
Willow Creek Wealth Management
California
$591K -$63.4K -1,285 -9%
ZIG
1222
Zullo Investment Group
Pennsylvania
$590K -$39.7K -805 -6%
LA
1223
Legacy Advisors
Pennsylvania
$590K – – –
BW
1224
Basepoint Wealth
Iowa
$589K +$247 +5 +0%
DWM
1225
Doyle Wealth Management
Florida
$584K +$310K +6,280 +95%