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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1351
Private Wealth Management Group
New Jersey
$856K
AF
1352
Apollon Financial
South Carolina
$856K +$470 +8 +0.1%
PJWM
1353
Philip James Wealth Mangement
Georgia
$854K -$4.46K -76 -0.5%
KF
1354
Krilogy Financial
Missouri
$852K -$467K -7,944 -35%
PCM
1355
Palisade Capital Management
New Jersey
$852K +$58.7K +1,000 +7%
DSA
1356
Droms Strauss Advisors
Missouri
$851K -$16.2K -276 -2%
KSWA
1357
Kathleen S. Wright Associates
Pennsylvania
$848K -$470 -8 -0.1%
CCG
1358
Chatham Capital Group
Georgia
$848K
FA
1359
FF Advisors
California
$848K
CWM
1360
CCG Wealth Management
California
$843K -$39.7K -675 -4%
SAM
1361
Seelaus Asset Management
New Jersey
$841K -$37.4K -637 -4%
MLL
1362
Moody Lynn & Lieberson
Massachusetts
$838K +$2.82K +48 +0.3%
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$836K -$5.46K -93 -0.6%
TPI
1364
Trust Point Inc
Wisconsin
$834K -$2.76K -47 -0.3%
VWM
1365
Venturi Wealth Management
Texas
$834K
SW
1366
SteelPeak Wealth
California
$832K +$25.9K +440 +3%
TSWM
1367
Tyler-Stone Wealth Management
Ohio
$830K +$113K +1,915 +16%
SM
1368
Sweeney & Michel
California
$829K +$2.29K +39 +0.3%
MCM
1369
MV Capital Management
Maryland
$828K +$6.99K +119 +0.8%
MKW
1370
Mullaney, Keating & Wright
Connecticut
$824K +$827K +14,082 New
JBA
1371
Johnson Bixby & Associates
Washington
$822K -$69.9K -1,190 -8%
BCA
1372
Bay Colony Advisors
Massachusetts
$820K +$8.93K +152 +1%
HWA
1373
Hilltop Wealth Advisors
North Carolina
$815K -$13K -221 -2%
QWP
1374
Quotient Wealth Partners
Texas
$813K -$387K -6,580 -32%
CKAIS
1375
Christensen King & Associates Investment Services
Washington
$813K +$235 +4 +0%