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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
1351
LeJeune Puetz Investment Counsel
Michigan
$527K – – –
HWM
1352
Hohimer Wealth Management
Washington
$526K +$7.97K +165 +2%
RBC
1353
Romano Brothers & Co
Illinois
$525K +$38.6K +800 +8%
JWCA
1354
J.W. Coons Advisors
Ohio
$523K -$209K -4,320 -29%
JLBC
1355
J.L. Bainbridge & Co
Florida
$522K +$32.1K +665 +7%
SAM
1356
SP Asset Management
California
$522K +$51.7K +1,070 +11%
Merriman Wealth Management
1357
Merriman Wealth Management
Washington
$522K -$26.6K -550 -5%
FHC
1358
First Heartland Consultants
Missouri
$520K -$107K -2,225 -17%
AFP
1359
Ausdal Financial Partners
Iowa
$520K -$1.5M -31,030 -74%
BMM
1360
Buffington Mohr McNeal
Idaho
$519K +$518K +10,730 New
FFW
1361
Fusion Family Wealth
New York
$518K -$824K -17,065 -61%
PS
1362
Planned Solutions
California
$518K +$3.62K +75 +0.7%
GAM
1363
Gemmer Asset Management
California
$515K -$254K -5,265 -33%
BG
1364
Benedetti & Gucer
Georgia
$512K +$12.6K +260 +3%
MCM
1365
McRae Capital Management
New Jersey
$511K +$1.21K +25 +0.2%
BIAS
1366
Beacon Investment Advisory Services
New Jersey
$511K +$18.4K +380 +4%
Everett Harris & Co
1367
Everett Harris & Co
California
$509K -$24.2K -500 -5%
CWM
1368
Collaborative Wealth Management
Florida
$509K -$13K -270 -3%
LSPW
1369
Lake Street Private Wealth
Illinois
$507K -$67.4K -1,395 -12%
KWS
1370
Keystone Wealth Services
California
$507K +$12.3K +255 +2%
Perfromance Wealth Partners
1371
Perfromance Wealth Partners
Illinois
$507K -$16.4K -340 -3%
PAM
1372
Peak Asset Management
Colorado
$506K -$29K -600 -5%
SC
1373
Stephens Consulting
Michigan
$506K -$58.2K -1,205 -10%
NCM
1374
Narwhal Capital Management
Georgia
$506K – – –
MWM
1375
Maripau Wealth Management
Indiana
$505K -$39.6K -820 -8%