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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
1526
Seven Springs Wealth Group
Tennessee
$33K – – –
PCA
1527
Peddock Capital Advisors
Massachusetts
$33K +$30.5K +725 New
SWP
1528
ShoreHaven Wealth Partners
New Jersey
$32K +$29.1K +690 New
FWM
1529
FSA Wealth Management
Massachusetts
$32K +$29.5K +700 New
ADL
1530
Asset Dedication LLC
California
$30K – – –
TFM
1531
TFC Financial Management
Massachusetts
$30K +$211 +5 +0.8%
NFSG
1532
Newbridge Financial Services Group
Florida
$29K – – –
RCM
1533
Rain Capital Management
Oregon
$29K – – –
CICI
1534
Capital Investment Counsel Inc
North Carolina
$27K – – –
Sageworth Trust
1535
Sageworth Trust
Pennsylvania
$26K – – –
PWA
1536
Phoenix Wealth Advisors
North Carolina
$26K +$23.6K +560 New
RPCA
1537
Running Point Capital Advisors
California
$26K +$23.8K +565 New
ME
1538
McIlrath & Eck
Washington
$24K – – –
AWA
1539
Artemis Wealth Advisors
New York
$23.2K +$21.3K +505 New
GCM
1540
Gables Capital Management
Florida
$23K – – –
GA
1541
GoalVest Advisory
New York
$23K +$21.3K +505 New
CCMW
1542
Cypress Capital Management (Wyoming)
Wyoming
$21K – – –
RE
1543
RBC Europe
United Kingdom
$20.9K – – –
Larson Financial Group
1544
Larson Financial Group
Missouri
$19K -$6.74K -160 -28%
First Manhattan
1545
First Manhattan
New York
$18K – – –
HR
1546
Howe & Rusling
New York
$18K – – –
MSFP
1547
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
FWM
1548
Filbrandt Wealth Management
Wisconsin
$17K – – –
FCMT
1549
Founders Capital Management (Texas)
Texas
$17K +$15.4K +365 New
MLFP
1550
MPS Loria Financial Planners
Illinois
$16K – – –