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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1376
Clear Harbor Asset Management
Connecticut
$9.64K +$9.72K +260 New
SIS
1377
Sound Income Strategies
Florida
$9K – – –
AAP
1378
Arax Advisory Partners
Colorado
$8K +$3.37K +90 +69%
LDFR
1379
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
BL
1380
Balentine LLC
Georgia
$7K +$187 +5 +3%
HCP
1381
Hexagon Capital Partners
Arkansas
$7K +$7.1K +190 New
TWA
1382
TCI Wealth Advisors
Arizona
$6K -$37.4K -1,000 -87%
FMP
1383
Financial Management Professionals
Texas
$6K – – –
HFA
1384
HC Financial Advisors
California
$6K – – –
TFA
1385
Toth Financial Advisory
Virginia
$5K – – –
AIM
1386
Arcadia Investment Management
Michigan
$4K – – –
ED
1387
Exane Derivatives
France
$3.15K – – –
LWA
1388
Lowe Wealth Advisors
Maryland
$3K – – –
PWM
1389
Provident Wealth Management
Tennessee
$2K -$2.02M -54,115 -100%
TVWM
1390
Tower View Wealth Management
Wisconsin
$2K – – –
WLPWM
1391
Walled Lake Planning & Wealth Management
Illinois
$1K -$279K -7,475 -100%
CCM
1392
Cribstone Capital Management
Maine
$1K – – –
IRC
1393
Investors Research Corp
Georgia
$1K – – –
WB
1394
Webster Bank
Connecticut
$1K – – –
SC
1395
Slow Capital
California
$1K +$1.31K +35 New
F
1396
F3Logic
Minnesota
$368 -$140K -3,740 -27%
WIM
1397
Westside Investment Management
California
$21 – – –
VFP
1398
Verus Financial Partners
Virginia
– -$4.03M -113,405 Closed
IMC Chicago
1399
IMC Chicago
Illinois
– -$3.99M -112,185 Closed
FFS
1400
Founders Financial Securities
Maryland
– -$2.73M -76,820 Closed