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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1226
Doyle Wealth Management
Florida
$212K -$250K -7,520 -56%
APW
1227
Aurora Private Wealth
New Jersey
$212K -$89.3K -2,690 -31%
TL
1228
TrueWealth LLC
Georgia
$210K
JC
1229
Jentner Corp
Ohio
$210K +$196K +5,900 New
SCM
1230
Schnieders Capital Management
California
$210K +$196K +5,900 New
KFP
1231
KMG Fiduciary Partners
Ohio
$209K +$195K +5,885 New
SBL
1232
Sargent Bickham Lagudis
Colorado
$208K +$166 +5 +0.1%
BC
1233
Burney Company
Virginia
$206K +$192K +5,790 New
PIA
1234
Pinion Investment Advisors
Kansas
$206K +$193K +5,805 New
SIC
1235
Salem Investment Counselors
North Carolina
$205K -$50.5K -1,520 -21%
BSA
1236
Bull Street Advisors
Georgia
$204K +$191K +5,745 New
LC
1237
Lincoln Capital
Nebraska
$204K +$191K +5,750 New
PCM
1238
Princeton Capital Management
New Jersey
$202K +$188K +5,675 New
WIA
1239
Wealthstreet Investment Advisors
Texas
$202K +$188K +5,675 New
WCWM
1240
Willow Creek Wealth Management
California
$202K +$189K +5,685 New
OBGC
1241
O'Brien Greene & Co
Pennsylvania
$202K +$189K +5,690 New
DL
1242
DOHJ LLC
Washington
$201K -$2.48M -74,605 -93%
VC
1243
Veracity Capital
Georgia
$201K -$131K -3,930 -41%
LSAG
1244
Lake Street Advisors Group
New Hampshire
$201K +$188K +5,650 New
SW
1245
SlateStone Wealth
Florida
$201K +$188K +5,650 New
VWM
1246
Venturi Wealth Management
Texas
$200K -$49.5K -1,490 -21%
WWM
1247
WJ Wealth Management
Arizona
$200K +$188K +5,660 New
TC
1248
Trust Company
Kansas
$197K +$23.9K +720 +15%
TSW
1249
Thompson Siegel & Walmsley
Virginia
$197K +$38.7K +1,165 +27%
FP
1250
Financial Perspectives
Minnesota
$197K +$24.9K +750 +16%