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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1426
Strata Wealth Advisors
Texas
$972K -$302K -5,142 -25%
DP
1427
Dearborn Partners
Illinois
$972K +$98.2K +1,673 +12%
TIM
1428
Thompson Investment Management
Wisconsin
$971K +$39.5K +673 +4%
JMG Financial Group
1429
JMG Financial Group
Illinois
$969K – – –
LSIA
1430
LaSalle St. Investment Advisors
Illinois
$967K -$157K -2,675 -15%
FSWA
1431
Financial Synergies Wealth Advisors
Texas
$966K +$2.35K +40 +0.3%
Modern Wealth Management
1432
Modern Wealth Management
Kansas
$966K -$4.87K -83 -0.5%
TYCC
1433
Texas Yale Capital Corp
Florida
$965K +$7.69K +131 +0.8%
XPN
1434
XY Planning Network
Montana
$964K +$121K +2,054 +15%
OWP
1435
ORG Wealth Partners
Texas
$964K -$78.5K -1,337 -8%
ABTD
1436
Arvest Bank Trust Division
Oklahoma
$958K – – –
TWM
1437
Trueblood Wealth Management
Ohio
$957K +$86.3K +1,470 +11%
Vise Technologies
1438
Vise Technologies
New York
$957K +$905K +15,425 New
AIM
1439
Anchor Investment Management
South Carolina
$954K -$3.4K -58 -0.4%
CFS
1440
Coordinated Financial Services
Colorado
$953K -$396K -6,749 -31%
MCA
1441
Magnolia Capital Advisors
Mississippi
$947K -$26.8K -457 -3%
BIAS
1442
Beacon Investment Advisory Services
New Jersey
$946K +$11.7K +200 +1%
DWP
1443
Destiny Wealth Partners
Florida
$946K +$895K +15,252 New
HCM
1444
Hollencrest Capital Management
California
$941K – – –
HA
1445
HFG Advisors
Ohio
$940K – – –
RPGK
1446
Retirement Planning Group (Kansas)
Kansas
$939K -$14.2K -242 -2%
OAS
1447
Optivise Advisory Services
Tennessee
$938K -$1.29K -22 -0.1%
WA
1448
WBH Advisory
Maryland
$937K -$84K -1,431 -9%
PCG
1449
Prosperity Consulting Group
Maryland
$936K -$52.5K -895 -6%
PWP
1450
Principle Wealth Partners
Connecticut
$936K – – –