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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1301
Weatherly Asset Management
California
$584K -$185K -3,825 -24%
RZH
1302
Relyea Zuckerberg Hanson
Connecticut
$583K +$582K +12,050 New
SWM
1303
SeaCrest Wealth Management
New York
$579K -$28K -580 -5%
HFA
1304
High Falls Advisors
New York
$578K -$89.4K -1,850 -13%
BFA
1305
Bragg Financial Advisors
North Carolina
$577K -$3.62K -75 -0.6%
LDB
1306
Lee, Danner & Bass
Tennessee
$577K
BOPW
1307
Brandywine Oak Private Wealth
Pennsylvania
$575K +$242 +5 +0%
FC
1308
Financial Consulate
Maryland
$575K -$14.7K -305 -3%
ClearBridge Investments
1309
ClearBridge Investments
New York
$575K +$2.42K +50 +0.4%
SHA
1310
Seneca House Advisors
Virginia
$574K -$22.7K -470 -4%
TVAMP
1311
Tennessee Valley Asset Management Partners
Tennessee
$574K -$1.46M -30,300 -72%
RB
1312
Renasant Bank
Mississippi
$574K -$168K -3,470 -23%
NFG
1313
Nadler Financial Group
Illinois
$572K
CPSC
1314
Carl P. Sherr & Co
Massachusetts
$571K -$63K -1,305 -10%
PWA
1315
Peterson Wealth Advisors
Utah
$570K +$27.5K +570 +5%
ECM
1316
EagleClaw Capital Management
Massachusetts
$570K
AFO
1317
Allie Family Office
Florida
$570K
HFS
1318
Howard Financial Services
Texas
$570K -$11.8K -245 -2%
SS
1319
Sunbelt Securities
Texas
$569K +$966 +20 +0.2%
SCA
1320
Sage Capital Advisors
South Dakota
$569K +$5.56K +115 +1%
BP
1321
BCK Partners
New York
$567K -$660K -13,660 -54%
PIA
1322
Perennial Investment Advisors
California
$565K
RG
1323
Retirement Group
California
$563K +$414K +8,575 +280%
PPW
1324
Presilium Private Wealth
Pennsylvania
$560K +$559K +11,570 New
OPWM
1325
Oakwell Private Wealth Management
Texas
$558K