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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
1476
Cassady Schiller Wealth Management
Ohio
$433K – – –
1WA
1477
180 Wealth Advisors
Washington
$432K -$2.24K -45 -0.5%
MS
1478
Madden Securities
Texas
$432K +$197K +3,970 +92%
PGIM
1479
Pacific Global Investment Management
California
$431K – – –
HPM
1480
Hoxton Planning & Management
West Virginia
$431K -$158K -3,185 -28%
IAS
1481
IMA Advisory Services
Colorado
$431K -$29.8K -600 -7%
TW
1482
TrinityPoint Wealth
Connecticut
$430K +$34.5K +695 +9%
KFA
1483
Kelleher Financial Advisors
New York
$430K – – –
JHCP
1484
Jackson Hole Capital Partners
Oklahoma
$430K +$5.96K +120 +1%
AW
1485
Avion Wealth
Texas
$429K +$6.96K +140 +2%
WPP
1486
Whalerock Point Partners
Rhode Island
$427K – – –
JPG
1487
Jordan Park Group
California
$426K – – –
DI
1488
DAGCO Inc
Ohio
$426K -$4.97K -100 -1%
OAM
1489
Occidental Asset Management
California
$424K -$431K -8,670 -52%
BMM
1490
Buffington Mohr McNeal
Idaho
$423K -$95.4K -1,920 -19%
ICG
1491
InterOcean Capital Group
Tennessee
$423K +$37.3K +750 +10%
AC
1492
ASB Consultores
Florida
$420K +$200K +4,020 +100%
WP
1493
Westmount Partners
California
$420K +$497 +10 +0.1%
First Manhattan
1494
First Manhattan
New York
$420K -$248 -5 -0.1%
HWM
1495
Hohimer Wealth Management
Washington
$419K -$137K -2,755 -26%
SMA
1496
Seven Mile Advisory
New Jersey
$419K +$398K +8,005 New
PCG
1497
Prosperity Consulting Group
Maryland
$418K +$745 +15 +0.2%
HFS
1498
Haverford Financial Services
Pennsylvania
$418K – – –
FSA
1499
Fort Sheridan Advisors
Illinois
$417K – – –
MCA
1500
Martin Capital Advisors
Texas
$417K – – –