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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1226
Congress Park Capital
New York
$223K +$225K +6,010 New
RW
1227
REDW Wealth
New Mexico
$222K – – –
DWM
1228
Doyle Wealth Management
Florida
$221K +$374 +10 +0.2%
PFG
1229
PAX Financial Group
Texas
$219K -$8.97K -240 -4%
APW
1230
Aurora Private Wealth
New Jersey
$219K -$2.43K -65 -1%
JC
1231
Jentner Corp
Ohio
$219K – – –
SCM
1232
Schnieders Capital Management
California
$219K – – –
KFP
1233
KMG Fiduciary Partners
Ohio
$219K +$748 +20 +0.3%
OBGC
1234
O'Brien Greene & Co
Pennsylvania
$219K +$8.6K +230 +4%
AWM
1235
Aberdeen Wealth Management
Illinois
$215K +$217K +5,810 New
NWP
1236
Northstar Wealth Partners
Connecticut
$214K -$108K -2,895 -33%
PD
1237
Planning Directions
Pennsylvania
$214K -$15.3K -410 -7%
SWAG
1238
Spectrum Wealth Advisory Group
California
$214K +$217K +5,800 New
BRWM
1239
B. Riley Wealth Management
Tennessee
$213K -$262K -7,020 -55%
BSA
1240
Bull Street Advisors
Georgia
$213K – – –
SBL
1241
Sargent Bickham Lagudis
Colorado
$210K -$6.92K -185 -3%
PCM
1242
Princeton Capital Management
New Jersey
$210K – – –
LSAG
1243
Lake Street Advisors Group
New Hampshire
$209K – – –
SW
1244
SlateStone Wealth
Florida
$209K – – –
Thompson Siegel & Walmsley
1245
Thompson Siegel & Walmsley
Virginia
$209K +$3.74K +100 +2%
ST
1246
Sabal Trust
Florida
$208K -$2.61M -69,800 -93%
VWM
1247
Venturi Wealth Management
Texas
$208K – – –
JWM
1248
JGP Wealth Management
Oregon
$207K -$4.91M -131,455 -96%
TK
1249
TIAA Kaspick
Massachusetts
$207K -$896K -23,955 -81%
PIA
1250
Pinion Investment Advisors
Kansas
$206K – – –