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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
1251
Pacific Sun Financial
California
$739K +$734K +14,770 New
WFA
1252
Wells Financial Advisors
Massachusetts
$738K – – –
MPW
1253
MGO Private Wealth
California
$738K -$42.7K -860 -6%
WCG
1254
Weaver Consulting Group
California
$734K -$19.1K -385 -3%
Xponance
1255
Xponance
Pennsylvania
$733K +$150K +3,020 +27%
AFG
1256
ABLE Financial Group
Arizona
$732K +$68.3K +1,375 +11%
YWS
1257
Yarger Wealth Strategies
Ohio
$732K +$18.6K +375 +3%
NCM
1258
Narwhal Capital Management
Georgia
$724K +$169K +3,400 +33%
BCA
1259
Bay Colony Advisors
Massachusetts
$722K -$49.2K -990 -7%
APW
1260
Austin Private Wealth
Texas
$718K +$61.4K +1,235 +10%
U.S. Capital Wealth Advisors
1261
U.S. Capital Wealth Advisors
Texas
$716K +$24.6K +495 +4%
ATC
1262
Adirondack Trust Company
New York
$715K -$4.47K -90 -0.7%
SteelPeak Wealth
1263
SteelPeak Wealth
California
$713K +$678K +13,640 New
MPW
1264
Melone Private Wealth
Michigan
$712K +$2.24K +45 +0.3%
Cassaday & Co Wealth Management
1265
Cassaday & Co Wealth Management
Virginia
$708K -$351K -7,065 -34%
SWM
1266
Shelton Wealth Management
Texas
$707K – – –
NLP
1267
Next Level Private
New York
$707K +$668K +13,435 New
CMP
1268
Courage Miller Partners
Virginia
$705K -$994 -20 -0.1%
Smith Salley Wealth Management
1269
Smith Salley Wealth Management
North Carolina
$704K +$171K +3,435 +34%
NRI
1270
NFP Retirement Inc
California
$704K -$1.49K -30 -0.2%
EIA
1271
Edgemoor Investment Advisors
Maryland
$703K – – –
GSIS
1272
Global Strategic Investment Solutions
Arizona
$700K +$52.7K +1,060 +9%
One Capital Management
1273
One Capital Management
California
$700K -$38.5K -775 -5%
WCWM
1274
Willow Creek Wealth Management
California
$700K +$497 +10 +0.1%
PIP
1275
Peachtree Investment Partners
Florida
$698K -$745 -15 -0.1%