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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1226
REDW Wealth
New Mexico
$213K +$199K +5,995 New
DWM
1227
Doyle Wealth Management
Florida
$212K -$250K -7,520 -56%
APW
1228
Aurora Private Wealth
New Jersey
$212K -$89.3K -2,690 -31%
TL
1229
TrueWealth LLC
Georgia
$210K – – –
JC
1230
Jentner Corp
Ohio
$210K +$196K +5,900 New
SCM
1231
Schnieders Capital Management
California
$210K +$196K +5,900 New
KFP
1232
KMG Fiduciary Partners
Ohio
$209K +$195K +5,885 New
SBL
1233
Sargent Bickham Lagudis
Colorado
$208K +$166 +5 +0.1%
BC
1234
Burney Company
Virginia
$206K +$192K +5,790 New
PIA
1235
Pinion Investment Advisors
Kansas
$206K +$193K +5,805 New
SIC
1236
Salem Investment Counselors
North Carolina
$205K -$50.5K -1,520 -21%
BSA
1237
Bull Street Advisors
Georgia
$204K +$191K +5,745 New
LC
1238
Lincoln Capital
Nebraska
$204K +$191K +5,750 New
PCM
1239
Princeton Capital Management
New Jersey
$202K +$188K +5,675 New
WIA
1240
Wealthstreet Investment Advisors
Texas
$202K +$188K +5,675 New
WCWM
1241
Willow Creek Wealth Management
California
$202K +$189K +5,685 New
OBGC
1242
O'Brien Greene & Co
Pennsylvania
$202K +$189K +5,690 New
DL
1243
DOHJ LLC
Washington
$201K -$2.48M -74,605 -93%
VC
1244
Veracity Capital
Georgia
$201K -$131K -3,930 -41%
LSAG
1245
Lake Street Advisors Group
New Hampshire
$201K +$188K +5,650 New
SW
1246
SlateStone Wealth
Florida
$201K +$188K +5,650 New
VWM
1247
Venturi Wealth Management
Texas
$200K -$49.5K -1,490 -21%
WWM
1248
WJ Wealth Management
Arizona
$200K +$188K +5,660 New
TC
1249
Trust Company
Kansas
$197K +$23.9K +720 +15%
TSW
1250
Thompson Siegel & Walmsley
Virginia
$197K +$38.7K +1,165 +27%