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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1501
CFM Wealth Partners
Texas
$555K – – –
NB
1502
Nicolet Bankshares
Wisconsin
$553K +$220K +4,335 +77%
Edmond de Rothschild Holding
1503
Edmond de Rothschild Holding
Switzerland
$553K +$49.5K +975 +11%
RFS
1504
Richardson Financial Services
Massachusetts
$553K +$506K +9,970 New
SAW
1505
Signal Advisors Wealth
Michigan
$550K +$503K +9,915 New
MWA
1506
Motive Wealth Advisors
Michigan
$550K – – –
First Manhattan
1507
First Manhattan
New York
$547K +$89.8K +1,770 +22%
AWM
1508
Aprio Wealth Management
Georgia
$546K +$254 +5 +0.1%
SAG
1509
Spotlight Asset Group
Illinois
$546K – – –
World Investment Advisors
1510
World Investment Advisors
California
$544K -$39.6K -780 -7%
GWANC
1511
Guardian Wealth Advisors (North Carolina)
North Carolina
$544K +$2.28K +45 +0.5%
SHFA
1512
SC&H Financial Advisors
Maryland
$542K -$151K -2,975 -23%
WC
1513
Wynn Capital
Georgia
$541K +$495K +9,760 New
IA
1514
Insight Advisors
Pennsylvania
$540K -$24.6K -485 -5%
FNB
1515
Farmers National Bank
Kentucky
$540K -$7.61K -150 -2%
ACM
1516
Ardent Capital Management
Ohio
$540K – – –
RCM
1517
Radnor Capital Management
Pennsylvania
$540K +$121K +2,395 +33%
AIM
1518
Athena Investment Management
California
$535K – – –
BI
1519
Ballast Inc
Kentucky
$535K -$114K -2,255 -19%
BWM
1520
BCS Wealth Management
Tennessee
$533K +$254 +5 +0.1%
NPP
1521
New Potomac Partners
Maryland
$532K -$9.64K -190 -2%
Clark Capital Management Group
1522
Clark Capital Management Group
Pennsylvania
$531K +$14.5K +285 +3%
EFG
1523
Ethos Financial Group
Pennsylvania
$529K -$94.6K -1,865 -16%
NC
1524
Napatree Capital
Rhode Island
$529K +$484K +9,535 New
PGIM Custom Harvest
1525
PGIM Custom Harvest
New Jersey
$527K +$16.5K +325 +4%