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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
1351
Running Point Capital Advisors
California
$398K +$439K +9,085 New
Arkadios Wealth Advisors
1352
Arkadios Wealth Advisors
Georgia
$397K +$150K +3,100 +52%
MIC
1353
Meridian Investment Counsel
California
$396K +$30K +620 +7%
Edmond de Rothschild Holding
1354
Edmond de Rothschild Holding
Switzerland
$395K – – –
Ritholtz Wealth Management
1355
Ritholtz Wealth Management
New York
$394K -$10.9K -225 -2%
PP
1356
Prosperity Planning
Missouri
$393K +$967 +20 +0.2%
Burney Company
1357
Burney Company
Virginia
$393K +$5.08K +105 +1%
AFC
1358
Adaptive Financial Consulting
Ohio
$393K +$5.32K +110 +1%
TSWM
1359
Tyler-Stone Wealth Management
Ohio
$393K +$24.7K +510 +6%
FB
1360
First Bancorp
Maine
$389K – – –
UCB
1361
United Community Bank
South Carolina
$389K – – –
IAS
1362
IMA Advisory Services
Colorado
$387K -$2.42K -50 -0.6%
RFWA
1363
RPg Family Wealth Advisory
Massachusetts
$387K – – –
SOS
1364
Silver Oak Securities
Tennessee
$386K -$1.85M -38,300 -83%
AWM
1365
Abound Wealth Management
Tennessee
$385K +$89.4K +1,850 +27%
PI
1366
Pachira Investments
California
$384K -$11.6M -239,010 -96%
CA
1367
Calton & Associates
Florida
$384K -$8.7K -180 -2%
FA
1368
Fountainhead AM
New Jersey
$384K -$3.63K -75 -0.8%
SLG
1369
Stanley-Laman Group
Pennsylvania
$383K -$483 -10 -0.1%
SFP
1370
Strategic Financial Partners
Oregon
$383K – – –
DI
1371
DAGCO Inc
Ohio
$382K -$1.21K -25 -0.3%
Facet Wealth Inc
1372
Facet Wealth Inc
Maryland
$381K -$27.8K -575 -7%
CAM
1373
Carret Asset Management
New York
$381K -$2.42K -50 -0.6%
Loring Wolcott & Coolidge Fiduciary Advisors
1374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$378K -$97.4K -2,015 -19%
CSWM
1375
Cassady Schiller Wealth Management
Ohio
$378K – – –