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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1451
Prosperity Planning
Missouri
$446K +$454K +8,920 New
4WM
1452
4J Wealth Management
Virginia
$446K +$37.4K +735 +9%
PWP
1453
Private Wealth Partners
California
$445K +$453K +8,890 New
Vanguard Personalized Indexing Management
1454
Vanguard Personalized Indexing Management
California
$443K +$451K +8,850 New
IAS
1455
IMA Advisory Services
Colorado
$442K
CHAM
1456
Clear Harbor Asset Management
Connecticut
$441K
TW
1457
Transform Wealth
Colorado
$440K +$181K +3,555 +68%
BP
1458
BCK Partners
New York
$440K -$150K -2,935 -25%
EWM
1459
Executive Wealth Management
Michigan
$435K -$2.04K -40 -0.5%
SFP
1460
Strategic Financial Partners
Oregon
$434K -$2.8K -55 -0.6%
API
1461
Advisor Partners II
California
$433K +$446K +8,745 New
CPA
1462
Cardiff Park Advisors
California
$433K +$509 +10 +0.1%
TPW
1463
Transatlantique Private Wealth
New York
$431K +$439K +8,620 New
GSAM
1464
Grant Street Asset Management
Pennsylvania
$431K +$1.78K +35 +0.4%
DL
1465
DOHJ LLC
Washington
$430K -$11.7K -230 -3%
WCP
1466
Wick Capital Partners
Pennsylvania
$430K +$255 +5 +0.1%
AFAS
1467
Acorn Financial Advisory Services
Virginia
$429K +$5.35K +105 +1%
MAC
1468
Mason & Associates (California)
California
$429K +$255 +5 +0.1%
WAM
1469
WNY Asset Management
New York
$426K
PCM
1470
Palisade Capital Management
New Jersey
$426K +$34.4K +675 +9%
HFAS
1471
Hummer Financial Advisory Services
Illinois
$423K
IIC
1472
Ironwood Investment Counsel
Arizona
$422K +$28K +550 +7%
W
1473
WorthPointe
California
$422K +$200K +3,935 +88%
NRC
1474
New Republic Capital
North Carolina
$421K +$260K +5,100 +154%
GG
1475
Greenwood Gearhart
Arkansas
$421K -$34.6K -680 -7%