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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1301
Engrave Wealth Partners
Texas
$263K +$253K +6,390 New
GLA
1302
Great Lakes Advisors
Illinois
$260K -$33.5K -845 -12%
IWA
1303
Intercontinental Wealth Advisors
Texas
$260K
PAMG
1304
Patton Albertson Miller Group
Tennessee
$258K -$104K -2,630 -30%
MFW
1305
Mosaic Family Wealth
Missouri
$256K -$50.9K -1,285 -17%
GBBWRPM
1306
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$254K -$117K -2,945 -32%
NPP
1307
New Potomac Partners
Maryland
$253K +$5.95K +150 +3%
BMA
1308
Brooks Moore & Associates
Tennessee
$247K
Toronto Dominion Bank
1309
Toronto Dominion Bank
Ontario, Canada
$246K
CFA
1310
Capstone Financial Advisors
Illinois
$244K +$235K +5,930 New
BCM
1311
Buckhead Capital Management
Georgia
$243K
JC
1312
Jentner Corp
Ohio
$243K
TL
1313
TrueWealth LLC
Georgia
$243K
KFP
1314
KMG Fiduciary Partners
Ohio
$241K -$27.9K -705 -11%
SBL
1315
Sargent Bickham Lagudis
Colorado
$241K +$3.96K +100 +2%
PIA
1316
Pinion Investment Advisors
Kansas
$239K -$36.7K -925 -14%
AWM
1317
Aberdeen Wealth Management
Illinois
$239K +$230K +5,810 New
SMH
1318
Sanders Morris Harris
Texas
$239K +$250K +6,315 New
BSA
1319
Bull Street Advisors
Georgia
$236K
BCP
1320
Berkeley Capital Partners
Georgia
$236K +$227K +5,725 New
FGAM
1321
Financial Gravity Asset Management
Texas
$235K +$804K +20,295 +1,000%
HBT
1322
Hills Bank & Trust
Iowa
$233K
LSAG
1323
Lake Street Advisors Group
New Hampshire
$233K
KM
1324
Kalos Management
Georgia
$233K +$396 +10 +0.2%
PCM
1325
Princeton Capital Management
New Jersey
$232K