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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Gerber Kawasaki Wealth & Investment Management
1351
Gerber Kawasaki Wealth & Investment Management
California
$261K +$240K +5,685 New
FP
1352
Financial Perspectives
Minnesota
$261K +$5.69K +135 +2%
LSAG
1353
Lake Street Advisors Group
New Hampshire
$260K – – –
SBL
1354
Sargent Bickham Lagudis
Colorado
$260K – – –
SW
1355
SlateStone Wealth
Florida
$260K – – –
BFG
1356
Berger Financial Group
Minnesota
$259K +$238K +5,645 New
PD
1357
Planning Directions
Pennsylvania
$256K -$9.48K -225 -4%
TK
1358
TIAA Kaspick
Massachusetts
$256K – – –
ACA
1359
Affinity Capital Advisors
California
$254K -$46.3K -1,100 -17%
PWP
1360
Private Wealth Partners
California
$253K – – –
SCM
1361
Schnieders Capital Management
California
$252K -$17.3K -410 -7%
CPA
1362
Capital Planning Advisors
California
$250K – – –
MWM
1363
Minot Wealth Management
Massachusetts
$249K +$211 +5 +0.1%
KIG
1364
Kowal Investment Group
Wisconsin
$247K +$213K +5,050 New
VWM
1365
Venturi Wealth Management
Texas
$246K -$11.4K -270 -5%
NAM
1366
North American Management
Massachusetts
$246K +$225K +5,350 New
CIC
1367
Cutler Investment Counsel
Oregon
$245K -$2.11K -50 -0.9%
Aspiriant LLC
1368
Aspiriant LLC
California
$245K +$224K +5,315 New
SSC
1369
Syverson Strege & Co
Iowa
$245K +$225K +5,335 New
AMC
1370
Asset Management Corp
Illinois
$243K +$212K +5,020 New
BTWM
1371
Baker Tilly Wealth Management
Wisconsin
$242K +$221K +5,255 New
BHTS
1372
Bar Harbor Trust Services
Maine
$242K +$222K +5,265 New
IRAG
1373
Investment Research & Advisory Group
Georgia
$241K – – –
B
1374
Bellecapital
Switzerland
$241K +$221K +5,250 New
MM
1375
Meridian Management
Arkansas
$240K +$220K +5,225 New