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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1526
Key Financial Inc
Pennsylvania
$688K
SWP
1527
SIMA Wealth Partners
Virginia
$686K -$7.78K -129 -1%
CCA
1528
Clarity Capital Advisors
Florida
$684K +$2.53K +42 +0.4%
SL
1529
SWMG LLC
Texas
$682K +$67.6K +1,121 +12%
W
1530
WPWealth
Texas
$681K -$965 -16 -0.1%
MWM
1531
Maltin Wealth Management
New Jersey
$681K +$20.4K +338 +3%
AMM
1532
American Money Management
California
$680K -$6.88K -114 -1%
FFP
1533
FourThought Financial Partners
Florida
$679K +$26.1K +432 +4%
ATC
1534
Adirondack Trust Company
New York
$679K
PS
1535
Planned Solutions
California
$679K +$1.75K +29 +0.3%
Luther King Capital Management (LKCM)
1536
Luther King Capital Management (LKCM)
Texas
$676K
CPSC
1537
Carl P. Sherr & Co
Massachusetts
$674K -$9.65K -160 -1%
APW
1538
Austin Private Wealth
Texas
$673K +$31.8K +527 +5%
FNWM
1539
Financial Network Wealth Management
Utah
$671K
KWS
1540
Keystone Wealth Services
California
$668K +$362 +6 +0.1%
OCG
1541
Opus Capital Group
Ohio
$667K -$5.13K -85 -0.8%
GWM
1542
Graybill Wealth Management
Illinois
$665K +$2.47K +41 +0.4%
WAM
1543
Weatherly Asset Management
California
$665K +$6.15K +102 +1%
GKIM
1544
GW&K Investment Management
Massachusetts
$663K +$44.2K +733 +7%
CCA
1545
Checchi Capital Advisers
California
$663K -$143K -2,375 -18%
SWM
1546
SeaCrest Wealth Management
New York
$662K -$11.8K -195 -2%
HWA
1547
HHM Wealth Advisors
Tennessee
$662K
GKWIM
1548
Gerber Kawasaki Wealth & Investment Management
California
$658K +$13.1K +218 +2%
WJWM
1549
Williams Jones Wealth Management
New York
$656K
TVAMP
1550
Tennessee Valley Asset Management Partners
Tennessee
$655K -$14.9K -247 -2%