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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1451
REDW Wealth
New Mexico
$240K – – –
NAMM
1452
NorthStar Asset Management (Massachusetts)
Massachusetts
$240K -$62.9K -1,170 -20%
OIS
1453
Okabena Investment Services
Minnesota
$239K -$1.01M -18,800 -81%
HFS
1454
Haverford Financial Services
Pennsylvania
$238K -$164K -3,050 -40%
MAP
1455
Moody Aldrich Partners
Massachusetts
$238K – – –
EP
1456
Eudaimonia Partners
Tennessee
$238K +$13.2K +245 +6%
MAM
1457
McLean Asset Management
Virginia
$236K +$12.6K +235 +6%
VWA
1458
Visionary Wealth Advisors
Illinois
$236K +$14.5K +270 +6%
GC
1459
Gibson Capital
Pennsylvania
$236K +$22.3K +415 +10%
EWA
1460
Evolution Wealth Advisors
Florida
$235K – – –
NSAM
1461
North Star Asset Management
Wisconsin
$234K +$239K +4,450 New
LJAC
1462
L.J. Altfest & Co
New York
$233K – – –
WFA
1463
WestHill Financial Advisors
California
$233K +$239K +4,440 New
AIM
1464
Axiom Investment Management
New York
$232K -$75K -1,395 -24%
WAM
1465
WNY Asset Management
New York
$232K -$2.15K -40 -0.9%
PAM
1466
Premier Asset Management
Illinois
$232K – – –
TSW
1467
Thompson Siegel & Walmsley
Virginia
$230K – – –
VBFG
1468
Vishria Bird Financial Group
Tennessee
$229K – – –
VC
1469
Veracity Capital
Georgia
$228K – – –
SIM
1470
Sonora Investment Management
Arizona
$228K +$76.7K +1,425 +49%
COF
1471
Capital One Financial
Virginia
$227K -$100K -1,865 -30%
SMG
1472
Spectrum Management Group
Indiana
$225K -$30.4K -565 -12%
CIP
1473
Capital Insight Partners
Arizona
$224K – – –
PWM
1474
Praetorian Wealth Management
California
$224K +$13.4K +250 +6%
ACA
1475
Aptus Capital Advisors
Alabama
$224K +$125K +2,315 +119%