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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1526
SRH Advisors
Kansas
$127K – – –
LWP
1527
Lumature Wealth Partners
Georgia
$125K +$12.9K +240 +11%
SMA
1528
Sage Mountain Advisors
Georgia
$122K – – –
WBC
1529
West Branch Capital
Massachusetts
$119K -$1.34K -25 -1%
PWMG
1530
Prestige Wealth Management Group
New Jersey
$118K +$20.2K +375 +20%
AssetMark Inc
1531
AssetMark Inc
California
$117K -$23.9K -445 -17%
BA
1532
Ballast Advisors
Minnesota
$113K – – –
First Manhattan
1533
First Manhattan
New York
$111K +$30.9K +575 +38%
SFC
1534
SYM Financial Corp
Indiana
$110K +$112K +2,085 New
Arax Advisory Partners
1535
Arax Advisory Partners
Colorado
$106K – – –
BCM
1536
Bourgeon Capital Management
Connecticut
$105K – – –
NFSG
1537
Newbridge Financial Services Group
Florida
$105K +$32.5K +605 +44%
LB
1538
Legacy Bridge
Iowa
$105K +$53.8K +1,000 +100%
CMBA
1539
C.M. Bidwell & Associates
Hawaii
$104K – – –
DCM
1540
Disciplina Capital Management
Tennessee
$104K -$8.07K -150 -7%
HWM
1541
Holloway Wealth Management
Florida
$103K – – –
FWM
1542
Focused Wealth Management
New York
$100K -$1.34K -25 -1%
CYG
1543
Clean Yield Group
Vermont
$100K – – –
TCWM
1544
Total Clarity Wealth Management
Illinois
$100K +$102K +1,900 New
CW
1545
Cabot-Wellington
Massachusetts
$99K – – –
MRCM
1546
M&R Capital Management
New Jersey
$98K – – –
AWM
1547
AllSquare Wealth Management
New York
$95K – – –
RAM
1548
Riggs Asset Management
Pennsylvania
$95K – – –
KC
1549
Knuff & Co
California
$94K – – –
BCV
1550
Banque Cantonale Vaudoise
Switzerland
$88K -$44.9K -835 -33%