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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cutler Investment Counsel
1451
Cutler Investment Counsel
Oregon
$447K -$5.1K -100 -1%
PP
1452
Prosperity Planning
Missouri
$446K +$454K +8,920 New
4WM
1453
4J Wealth Management
Virginia
$446K +$37.4K +735 +9%
Private Wealth Partners
1454
Private Wealth Partners
California
$445K +$453K +8,890 New
Vanguard Personalized Indexing Management
1455
Vanguard Personalized Indexing Management
California
$443K +$451K +8,850 New
IMA Advisory Services
1456
IMA Advisory Services
Colorado
$442K – – –
Clear Harbor Asset Management
1457
Clear Harbor Asset Management
Connecticut
$441K – – –
Transform Wealth
1458
Transform Wealth
Colorado
$440K +$181K +3,555 +68%
BP
1459
BCK Partners
New York
$440K -$150K -2,935 -25%
Executive Wealth Management
1460
Executive Wealth Management
Michigan
$435K -$2.04K -40 -0.5%
SFP
1461
Strategic Financial Partners
Oregon
$434K -$2.8K -55 -0.6%
Advisor Partners II
1462
Advisor Partners II
California
$433K +$446K +8,745 New
Cardiff Park Advisors
1463
Cardiff Park Advisors
California
$433K +$509 +10 +0.1%
TPW
1464
Transatlantique Private Wealth
New York
$431K +$439K +8,620 New
Grant Street Asset Management
1465
Grant Street Asset Management
Pennsylvania
$431K +$1.78K +35 +0.4%
DL
1466
DOHJ LLC
Washington
$430K -$11.7K -230 -3%
Wick Capital Partners
1467
Wick Capital Partners
Pennsylvania
$430K +$255 +5 +0.1%
Acorn Financial Advisory Services
1468
Acorn Financial Advisory Services
Virginia
$429K +$5.35K +105 +1%
Mason & Associates (California)
1469
Mason & Associates (California)
California
$429K +$255 +5 +0.1%
WNY Asset Management
1470
WNY Asset Management
New York
$426K – – –
Palisade Capital Management
1471
Palisade Capital Management
New Jersey
$426K +$34.4K +675 +9%
HFAS
1472
Hummer Financial Advisory Services
Illinois
$423K – – –
Ironwood Investment Counsel
1473
Ironwood Investment Counsel
Arizona
$422K +$28K +550 +7%
W
1474
WorthPointe
California
$422K +$200K +3,935 +88%
NRC
1475
New Republic Capital
North Carolina
$421K +$260K +5,100 +154%