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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1226
Capital Group Private Client Services
California
$577K -$45.2K -915 -7%
PPW
1227
Parcion Private Wealth
Washington
$577K +$596K +12,070 New
JIC
1228
Joel Isaacson & Co
New York
$575K -$11.1K -225 -2%
FSA
1229
Fort Sheridan Advisors
Illinois
$573K
WWA
1230
WC Walker & Associates
California
$571K +$407K +8,240 +197%
SWM
1231
SeaCrest Wealth Management
New York
$570K -$59.5K -1,205 -9%
SFA
1232
Source Financial Advisors
New York
$569K -$15.1K -305 -2%
WDG
1233
Wealth Dimensions Group
Ohio
$568K -$84.4K -1,710 -12%
ST
1234
Somerset Trust
Pennsylvania
$568K
RG
1235
Retirement Group
California
$567K +$33.3K +675 +6%
BWP
1236
Baldwin Wealth Partners
Massachusetts
$564K
GPC
1237
Garrison Point Capital
California
$564K +$1.98K +40 +0.3%
Schroder Investment Management Group
1238
Schroder Investment Management Group
United Kingdom
$560K
TIM
1239
Tortoise Investment Management
New York
$559K +$15.1K +305 +3%
SCA
1240
Sage Capital Advisors
South Dakota
$556K +$1.98K +40 +0.3%
SHA
1241
Seneca House Advisors
Virginia
$547K +$11.8K +240 +2%
NCM
1242
NCM Capital Management
New Jersey
$546K -$24.7K -500 -4%
SWM
1243
SFG Wealth Management
Maryland
$545K -$76.5K -1,550 -11%
BFA
1244
Bragg Financial Advisors
North Carolina
$543K
FFA
1245
First Foundation Advisors
California
$541K -$19.5K -395 -3%
LDB
1246
Lee, Danner & Bass
Tennessee
$540K -$37K -750 -6%
FH
1247
FWG Holdings
Florida
$539K -$4.78M -96,875 -89%
FHC
1248
First Heartland Consultants
Missouri
$539K +$38.8K +785 +7%
LSPW
1249
Lake Street Private Wealth
Illinois
$538K -$97.7K -1,980 -14%
HFS
1250
Howard Financial Services
Texas
$538K +$1.73K +35 +0.3%