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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
1301
Capital Advisors Wealth Management
Washington
$974K -$21.2K -361 -2%
T
1302
TNF
Montana
$973K -$6.99K -119 -0.7%
WTA
1303
Washington Trust Advisors
Massachusetts
$970K +$81K +1,379 +9%
SWM
1304
SilverOak Wealth Management
Minnesota
$967K +$16.6K +283 +2%
ICP
1305
Interchange Capital Partners
Pennsylvania
$964K +$88.4K +1,504 +10%
HBWM
1306
Hollow Brook Wealth Management
New York
$963K – – –
Sageworth Trust
1307
Sageworth Trust
Pennsylvania
$962K +$702K +11,957 +267%
EAM
1308
Evanson Asset Management
California
$959K +$529 +9 +0.1%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$179K +3,055 +23%
TIA
1310
Traphagen Investment Advisors
New Jersey
$951K +$59 +1 +0%
CPIA
1311
Cornell Pochily Investment Advisors
New York
$947K +$296K +5,039 +45%
WCG
1312
Weaver Consulting Group
California
$944K -$2.64K -45 -0.3%
IIM
1313
Ipswich Investment Management
Massachusetts
$937K -$25.6K -435 -3%
Focus Financial Network
1314
Focus Financial Network
Minnesota
$934K +$24.8K +422 +3%
AQR Capital Management
1315
AQR Capital Management
Connecticut
$934K +$38.4K +653 +4%
TGAM
1316
TBH Global Asset Management
Tennessee
$928K -$522K -8,890 -36%
CCA
1317
Cobblestone Capital Advisors
New York
$924K +$51.4K +875 +6%
Ritholtz Wealth Management
1318
Ritholtz Wealth Management
New York
$921K +$70K +1,191 +8%
DFA
1319
Davies Financial Advisors
California
$918K +$921K +15,682 New
SFG
1320
Sovereign Financial Group
Connecticut
$916K -$135K -2,305 -13%
SWA
1321
Strata Wealth Advisors
Texas
$914K -$18K -307 -2%
GFG
1322
Greystone Financial Group
Michigan
$910K +$422K +7,191 +86%
WSWA
1323
Warren Street Wealth Advisors
California
$909K – – –
JAFL
1324
Jay A. Fishman Ltd
Michigan
$907K – – –
MCWA
1325
Meadow Creek Wealth Advisors
Georgia
$907K -$2.58K -44 -0.3%