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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cassaday & Co Wealth Management
1426
Cassaday & Co Wealth Management
Virginia
$734K – – –
WLPWM
1427
Walled Lake Planning & Wealth Management
Illinois
$734K +$19K +324 +3%
Plancorp LLC
1428
Plancorp LLC
Missouri
$733K +$17.7K +302 +2%
SCA
1429
Sage Capital Advisors
South Dakota
$732K +$2K +34 +0.3%
WDG
1430
Wealth Dimensions Group
Ohio
$731K +$59 +1 +0%
BWM
1431
BKM Wealth Management
Wisconsin
$731K -$587 -10 -0.1%
SC
1432
Stephens Consulting
Michigan
$730K -$41.6K -708 -5%
MSFS
1433
Main Street Financial Solutions
Pennsylvania
$730K -$51.1K -870 -7%
Truepoint Inc
1434
Truepoint Inc
Ohio
$728K +$35.2K +600 +5%
SWM
1435
Shelton Wealth Management
Texas
$728K +$16.1K +274 +2%
TSMHT
1436
Thurston Springer Miller Herd & Titak
Indiana
$727K +$730K +12,426 New
SA
1437
Strategic Advocates
Utah
$725K -$576K -9,798 -44%
AF
1438
Alerus Financial
North Dakota
$723K – – –
CMP
1439
Courage Miller Partners
Virginia
$721K +$1.12K +19 +0.2%
MFC
1440
Morris Financial Concepts
South Carolina
$720K -$12.2K -207 -2%
LA
1441
LM Advisors
California
$720K -$44.1K -750 -6%
UB
1442
Umpqua Bank
Oregon
$720K -$2.94K -50 -0.4%
IIC
1443
Ironwood Investment Counsel
Arizona
$718K +$12K +205 +2%
PMFA
1444
Plante Moran Financial Advisors
Michigan
$717K -$54.9K -935 -7%
WP
1445
Westmount Partners
California
$716K +$1.06K +18 +0.1%
SHJ
1446
Sharkey, Howes & Javer
Colorado
$715K +$59 +1 +0%
TNB
1447
Thomasville National Bank
Georgia
$712K -$107K -1,815 -13%
Legacy Financial Group (Iowa)
1448
Legacy Financial Group (Iowa)
Iowa
$712K -$70.5K -1,200 -9%
SWM
1449
SFG Wealth Management
Maryland
$711K -$6.99K -119 -1%
GEA
1450
Glen Eagle Advisors
New Jersey
$710K +$19.3K +328 +3%