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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1301
Strata Wealth Advisors
Texas
$967K +$17K +301 +2%
LWANC
1302
Laurel Wealth Advisors (North Carolina)
North Carolina
$961K -$286K -5,046 -24%
CBFP
1303
Cedar Brook Financial Partners
Ohio
$957K -$18.1K -319 -2%
WMWM
1304
Whitaker-Myers Wealth Managers
Ohio
$955K -$38.7K -684 -4%
FNA
1305
First National Advisers
Nebraska
$948K +$115K +2,040 +15%
T
1306
TNF
Montana
$947K -$146K -2,573 -14%
WEG
1307
World Equity Group
Illinois
$945K -$193K -3,412 -18%
ICP
1308
Interchange Capital Partners
Pennsylvania
$944K -$31.9K -563 -4%
MCWA
1309
Meadow Creek Wealth Advisors
Georgia
$944K -$41.9K -740 -5%
WSWA
1310
Warren Street Wealth Advisors
California
$943K +$9.68K +171 +1%
JAFL
1311
Jay A. Fishman Ltd
Michigan
$941K -$14.2K -250 -2%
GSC
1312
Ground Swell Capital
South Carolina
$941K +$877K +15,489 New
SEEDPG
1313
S.E.E.D. Planning Group
New York
$932K +$216K +3,818 +33%
AQR Capital Management
1314
AQR Capital Management
Connecticut
$930K +$867K +15,307 New
S
1315
Syntrinsic
Colorado
$929K +$767K +13,545 +774%
JBA
1316
Johnson Bixby & Associates
Washington
$926K -$67.8K -1,197 -7%
WTA
1317
Washington Trust Advisors
Massachusetts
$923K +$736 +13 +0.1%
NSIM
1318
North Star Investment Management
Illinois
$921K -$33.4K -590 -4%
WFA
1319
Wells Financial Advisors
Massachusetts
$918K
IFO
1320
Independent Family Office
New York
$918K
NCM
1321
Narwhal Capital Management
Georgia
$916K
CWM
1322
CCG Wealth Management
California
$916K -$1.09M -19,266 -56%
SWA
1323
Strategies Wealth Advisors
Michigan
$916K +$22.3K +394 +3%
SAM
1324
Seelaus Asset Management
New Jersey
$912K -$30.6K -540 -3%
EWM
1325
Empirical Wealth Management
Washington
$910K -$46.2K -816 -5%