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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1251
Retirement Planning Group (Kansas)
Kansas
$785K +$10.5K +200 +1%
MCM
1252
MV Capital Management
Maryland
$783K
NSIM
1253
North Star Investment Management
Illinois
$783K -$60.5K -1,155 -7%
WJWM
1254
Williams Jones Wealth Management
New York
$783K -$40.4K -770 -5%
TIM
1255
Tortoise Investment Management
New York
$778K +$161K +3,065 +24%
SAM
1256
Seelaus Asset Management
New Jersey
$775K -$1.31K -25 -0.2%
GWM
1257
GDS Wealth Management
Texas
$774K -$7.34K -140 -0.9%
WSWA
1258
Warren Street Wealth Advisors
California
$773K
GWM
1259
Greenwich Wealth Management
Connecticut
$770K +$68.1K +1,300 +9%
SWA
1260
Strata Wealth Advisors
Texas
$769K +$809K +15,430 New
HWA
1261
Hilltop Wealth Advisors
North Carolina
$768K
SC
1262
Scotia Capital
Ontario, Canada
$766K -$55.3K -1,055 -6%
PWP
1263
Principle Wealth Partners
Connecticut
$757K
DE
1264
Day & Ennis
Georgia
$757K +$795K +15,175 New
IFO
1265
Independent Family Office
New York
$754K +$314K +5,985 +66%
HCM
1266
Howland Capital Management
Massachusetts
$753K
AFG
1267
ABLE Financial Group
Arizona
$752K +$55.8K +1,065 +8%
CCA
1268
Checchi Capital Advisers
California
$749K
LA
1269
Latitude Advisors
Florida
$745K +$4.98K +95 +0.6%
Verition Fund Management
1270
Verition Fund Management
Connecticut
$745K +$783K +14,940 New
BC
1271
Bowman & Company
Wisconsin
$744K -$96.2K -1,835 -11%
SFA
1272
Source Financial Advisors
New York
$739K -$157K -2,990 -17%
D
1273
Dentgroup
Louisiana
$738K +$293K +5,600 +61%
MFT
1274
Moisand Fitzgerald Tamayo
Florida
$736K -$32.8K -625 -4%
HCMT
1275
Highland Capital Management (Tennessee)
Tennessee
$734K -$9.17K -175 -1%