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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1301
Aurora Private Wealth
New Jersey
$264K +$254K +6,415 New
EWP
1302
Engrave Wealth Partners
Texas
$263K +$253K +6,390 New
GLA
1303
Great Lakes Advisors
Illinois
$260K -$33.5K -845 -12%
IWA
1304
Intercontinental Wealth Advisors
Texas
$260K – – –
PAMG
1305
Patton Albertson Miller Group
Tennessee
$258K -$104K -2,630 -30%
MFW
1306
Mosaic Family Wealth
Missouri
$256K -$50.9K -1,285 -17%
GBBWRPM
1307
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$254K -$117K -2,945 -32%
NPP
1308
New Potomac Partners
Maryland
$253K +$5.95K +150 +3%
BMA
1309
Brooks Moore & Associates
Tennessee
$247K – – –
Toronto Dominion Bank
1310
Toronto Dominion Bank
Ontario, Canada
$246K – – –
CFA
1311
Capstone Financial Advisors
Illinois
$244K +$235K +5,930 New
BCM
1312
Buckhead Capital Management
Georgia
$243K – – –
JC
1313
Jentner Corp
Ohio
$243K – – –
TL
1314
TrueWealth LLC
Georgia
$243K – – –
KFP
1315
KMG Fiduciary Partners
Ohio
$241K -$27.9K -705 -11%
SBL
1316
Sargent Bickham Lagudis
Colorado
$241K +$3.96K +100 +2%
PIA
1317
Pinion Investment Advisors
Kansas
$239K -$36.7K -925 -14%
AWM
1318
Aberdeen Wealth Management
Illinois
$239K +$230K +5,810 New
SMH
1319
Sanders Morris Harris
Texas
$239K +$250K +6,315 New
BSA
1320
Bull Street Advisors
Georgia
$236K – – –
BCP
1321
Berkeley Capital Partners
Georgia
$236K +$227K +5,725 New
FGAM
1322
Financial Gravity Asset Management
Texas
$235K +$804K +20,295 +1,000%
HBT
1323
Hills Bank & Trust
Iowa
$233K – – –
LSAG
1324
Lake Street Advisors Group
New Hampshire
$233K – – –
KM
1325
Kalos Management
Georgia
$233K +$396 +10 +0.2%