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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1476
Edgestream Partners
New Jersey
$223K -$292K -5,420 -56%
SSWM
1477
Smith Salley Wealth Management
North Carolina
$223K -$224K -4,155 -50%
RPG
1478
Resource Planning Group
Georgia
$222K – – –
WG
1479
Welch Group
Alabama
$219K -$15.6K -290 -7%
CAM
1480
Covenant Asset Management
New Jersey
$218K – – –
LSA
1481
Lion Street Advisors
Texas
$218K +$223K +4,140 New
FWI
1482
Facet Wealth Inc
Maryland
$218K +$223K +4,150 New
PIFP
1483
Partners in Financial Planning
Virginia
$217K +$538 +10 +0.2%
SC
1484
Stolper & Co
Oklahoma
$216K -$2.42K -45 -1%
PLFAM
1485
Pineno Levin & Ford Asset Management
Virginia
$216K +$538 +10 +0.2%
ZIG
1486
Zuckerman Investment Group
Illinois
$214K – – –
FUBT
1487
First United Bank & Trust
Maryland
$212K – – –
MGIA
1488
Matthew Goff Investment Advisor
Texas
$212K – – –
CCM
1489
Chilton Capital Management
Texas
$210K – – –
PGAM
1490
Princeton Global Asset Management
New Jersey
$210K – – –
FNBTCON
1491
First National Bank & Trust Co of Newtown
Pennsylvania
$209K – – –
VFPI
1492
Vantage Financial Partners (Illinois)
Illinois
$209K +$214K +3,975 New
CI
1493
Ceera Investments
Texas
$208K +$213K +3,950 New
DE
1494
Day & Ennis
Georgia
$207K – – –
PPW
1495
Parcion Private Wealth
Washington
$206K +$202K +3,750 New
AA
1496
Addison Advisors
Vermont
$204K – – –
SWG
1497
Summit Wealth Group
Vermont
$203K +$207K +3,850 New
GG
1498
GenWealth Group
New Jersey
$200K -$9.95K -185 -5%
VCM
1499
Vigilant Capital Management
Maine
$197K -$9.15K -170 -4%
MFA
1500
McClarren Financial Advisors
Pennsylvania
$194K -$24.2K -450 -11%