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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1401
Meridian Wealth Partners
Pennsylvania
$92K +$88.2K +2,225 New
CQS
1402
Credential Qtrade Securities
$91.6K +$88.2K +2,225 New
FA
1403
Financial Advantage
Maryland
$91K – – –
APW
1404
Acima Private Wealth
Virginia
$89K -$23.8K -600 -22%
WCAMG
1405
Woodard & Company Asset Management Group
North Carolina
$88K +$84.6K +2,135 New
ATC
1406
Adirondack Trust Company
New York
$87K +$10.5K +265 +14%
FWM
1407
Focused Wealth Management
New York
$86K -$3.57K -90 -4%
RBC
1408
Roble Belko & Company
Pennsylvania
$86K +$198 +5 +0.2%
EI
1409
Ellevest Inc
New York
$86K +$25.8K +650 +45%
SC
1410
Steph & Co
Wisconsin
$86K +$83.2K +2,100 New
LS
1411
Leelyn Smith
Illinois
$85K +$81.4K +2,055 New
MCM
1412
McMillion Capital Management
North Carolina
$83K – – –
VCM
1413
Vigilant Capital Management
Maine
$82K -$117K -2,945 -60%
HWM
1414
Holloway Wealth Management
Florida
$80K – – –
CMBA
1415
C.M. Bidwell & Associates
Hawaii
$80K +$594 +15 +0.8%
NCM
1416
New Capital Management
Texas
$79K – – –
LB
1417
Legacy Bridge
Iowa
$76K – – –
FMB
1418
Field & Main Bank
Kentucky
$76K +$72.7K +1,835 New
AWM
1419
AllSquare Wealth Management
New York
$74K – – –
TCWM
1420
Total Clarity Wealth Management
Illinois
$73K +$70.5K +1,780 New
HIIFS
1421
Harel Insurance Investments & Financial Services
Israel
$72K – – –
FA
1422
Faithward Advisors
Pennsylvania
$72K +$69.7K +1,760 New
PA
1423
Procyon Advisors
Connecticut
$71K +$68.6K +1,730 New
LJHT
1424
Laurie J. Hall Trustee
$69K +$66.4K +1,675 New
CL
1425
Cabana LLC
Arkansas
$67K +$64.4K +1,625 New