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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1526
JGP Wealth Management
Oregon
$315K -$46.6K -875 -13%
SIA
1527
SkyView Investment Advisors
New Jersey
$315K +$4.26K +80 +1%
AWAG
1528
ARS Wealth Advisors Group
Florida
$315K +$6.66K +125 +2%
APW
1529
Aurora Private Wealth
New Jersey
$314K +$16.8K +315 +6%
PIA
1530
Perennial Investment Advisors
California
$313K +$10.4K +195 +3%
CWM
1531
CMH Wealth Management
New Hampshire
$313K +$310K +5,825 New
BO
1532
Bank OZK
Arkansas
$312K -$82.5K -1,550 -21%
EWP
1533
Engrave Wealth Partners
Texas
$312K
AL
1534
ADE LLC
Maryland
$311K -$164K -3,080 -35%
FA
1535
Fermata Advisors
California
$311K +$22.9K +430 +8%
AC
1536
Anson Capital
Georgia
$310K +$3.19K +60 +1%
HFS
1537
Haverford Financial Services
Pennsylvania
$309K +$65.2K +1,225 +27%
BSA
1538
Bull Street Advisors
Georgia
$308K
AWM
1539
Aberdeen Wealth Management
Illinois
$307K
AIC
1540
Archer Investment Corporation
Indiana
$307K +$4.26K +80 +1%
SW
1541
SkyOak Wealth
Michigan
$305K
Luther King Capital Management (LKCM)
1542
Luther King Capital Management (LKCM)
Texas
$304K
MWM
1543
Madison Wealth Management
Ohio
$304K +$10.6K +200 +4%
NCM
1544
Noesis Capital Mangement
Florida
$303K -$195K -3,665 -39%
SW
1545
SlateStone Wealth
Florida
$303K
AWA
1546
Aletheian Wealth Advisors
Washington
$302K -$359K -6,745 -54%
MPW
1547
Monterey Private Wealth
California
$302K -$34.9K -655 -11%
ADBIC
1548
A.D. Beadell Investment Counsel
Wisconsin
$302K
MWM
1549
McNaughton Wealth Management
California
$301K -$22.6K -425 -7%
CPA
1550
Capital Planning Advisors
California
$301K