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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1251
Howe & Rusling
New York
$137K
DWM
1252
Darwin Wealth Management
Florida
$134K +$174K +4,690 New
RWM
1253
Raffa Wealth Management
District of Columbia
$129K +$130K +3,490 +349%
TSW
1254
Thompson Siegel & Walmsley
Virginia
$126K
LWM
1255
Liberty Wealth Management
California
$120K -$405K -10,880 -72%
PIA
1256
Powell Investment Advisors
Florida
$120K -$15.4K -415 -9%
DCM
1257
Disciplina Capital Management
Tennessee
$119K +$40.9K +1,100 +36%
ClearBridge Investments
1258
ClearBridge Investments
New York
$110K +$40K +1,075 +39%
CLOS
1259
Compagnie Lombard Odier SCmA
Switzerland
$106K
FRA
1260
Front Row Advisors
California
$103K +$17.8K +480 +18%
CQS
1261
Credential Qtrade Securities
$101K +$48.3K +1,300 +58%
AC
1262
AlphaCore Capital
California
$100K -$274K -7,360 -68%
JCM
1263
Jacobi Capital Management
Pennsylvania
$99K -$3.72K -100 -3%
IA
1264
Independence Advisors
Pennsylvania
$94K +$32.5K +875 +36%
AW
1265
Avion Wealth
Texas
$93K +$120K +3,215 New
CI
1266
Cordant Inc
Oregon
$92K -$3.53K -95 -3%
APWM
1267
Atlas Private Wealth Management
New York
$88K
MHR
1268
Matthew Hamilton Rosenberg
$87K +$112K +3,000 New
AssetMark Inc
1269
AssetMark Inc
California
$86K -$73.2K -1,970 -40%
VCP
1270
Verus Capital Partners
Arizona
$84K -$921K -24,775 -89%
GI
1271
Gradient Investments
Minnesota
$84K -$24.5K -660 -18%
EWA
1272
Evolution Wealth Advisors
Florida
$82K -$356K -9,580 -77%
CI
1273
CX Institutional
Indiana
$81K +$103K +2,765 +4,608%
JWM
1274
Janiczek Wealth Management
Colorado
$80K -$23.1K -620 -18%
MCM
1275
MV Capital Management
Maryland
$79K -$1.36M -36,525 -93%