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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1476
Carret Asset Management
New York
$591K +$33K +650 +6%
BOSSRA
1477
B.O.S.S. Retirement Advisors
Utah
$591K -$36.3K -715 -6%
WF
1478
Williams Financial
Vermont
$590K +$2.54K +50 +0.5%
FFP
1479
FourThought Financial Partners
Florida
$587K +$46.7K +920 +10%
SCA
1480
STALEY CAPITAL ADVISERS
Pennsylvania
$586K -$4.06K -80 -0.8%
FPCP
1481
Fort Point Capital Partners
California
$584K +$200K +3,940 +60%
GIA
1482
Guyasuta Investment Advisors
Pennsylvania
$584K -$20.3K -400 -4%
ITIM
1483
Indiana Trust & Investment Management
Indiana
$581K – – –
MCM
1484
Mitchell Capital Management
Kansas
$580K +$8.88K +175 +2%
NIWA
1485
New Insight Wealth Advisors
California
$579K +$530K +10,450 New
WP
1486
Westmount Partners
California
$578K +$3.8K +75 +0.7%
HWA
1487
HHM Wealth Advisors
Tennessee
$578K – – –
HWM
1488
Howard Wealth Management
Connecticut
$575K -$2.03K -40 -0.4%
RIA
1489
Realta Investment Advisors
Delaware
$574K -$40.1K -790 -7%
ACP
1490
Aviance Capital Partners
Florida
$573K – – –
MPW
1491
Melone Private Wealth
Michigan
$572K -$167K -3,295 -24%
TB
1492
Terril Brothers
Missouri
$569K – – –
RWRC
1493
R.W. Roge & Company
New York
$567K -$10.1K -200 -2%
MWM
1494
Maltin Wealth Management
New Jersey
$566K -$21.3K -420 -4%
SIA
1495
Schechter Investment Advisors
Michigan
$566K +$10.1K +200 +2%
SWM
1496
Selective Wealth Management
Virginia
$564K -$147K -2,900 -22%
FFW
1497
Fusion Family Wealth
New York
$563K -$47.9K -945 -9%
RBC
1498
Romano Brothers & Co
Illinois
$560K -$38K -750 -7%
ClearBridge Investments
1499
ClearBridge Investments
New York
$557K -$39.1K -770 -7%
AFP
1500
Ausdal Financial Partners
Iowa
$556K -$67.5K -1,330 -12%