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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1301
Wells Financial Advisors
Massachusetts
$391K -$172K -3,205 -30%
WA
1302
Wealth Architects
California
$387K -$84.5K -1,570 -18%
FBC
1303
Fairfield, Bush & Co
Connecticut
$385K -$114K -2,125 -22%
GLA
1304
Great Lakes Advisors
Illinois
$383K -$52.5K -975 -12%
AWS
1305
AJ Wealth Strategies
New York
$380K – – –
SC
1306
SouthState Corp
Florida
$380K +$140K +2,605 +56%
ZCM
1307
Ziegler Capital Management
Illinois
$378K -$295K -5,490 -43%
JPMIA
1308
J.P. Marvel Investment Advisors
Massachusetts
$378K – – –
CCA
1309
Column Capital Advisors
Indiana
$378K +$37.7K +700 +11%
GWM
1310
Gray Wealth Management
Maine
$377K -$54.9K -1,020 -12%
APWA
1311
Atlas Private Wealth Advisors
New Jersey
$377K -$25.6K -475 -6%
FWP
1312
Falcon Wealth Planning
California
$377K +$385K +7,165 New
AWM
1313
Affinity Wealth Management
Delaware
$376K – – –
LWCFA
1314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$375K – – –
LOPW
1315
Live Oak Private Wealth
North Carolina
$374K +$6.99K +130 +2%
ICM
1316
IMS Capital Management
Oregon
$373K -$22.3K -415 -6%
MMA
1317
Miracle Mile Advisors
California
$373K +$8.61K +160 +2%
BFG
1318
Berger Financial Group
Minnesota
$370K – – –
AIP
1319
ARS Investment Partners
New York
$368K – – –
FFA
1320
Freedman Financial Associates
Massachusetts
$368K – – –
GIA
1321
Goodwin Investment Advisory
Georgia
$367K +$807 +15 +0.2%
ASBI
1322
American State Bank (Iowa)
Iowa
$364K – – –
AWA
1323
Alta Wealth Advisors
Massachusetts
$362K +$8.07K +150 +2%
PCM
1324
Palisade Capital Management
New Jersey
$359K +$4.84K +90 +1%
Jane Street
1325
Jane Street
New York
$358K -$6.07M -112,735 -94%