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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1551
Boston Trust Walden
Massachusetts
$248K
DHFB
1552
Dixon Hubard Feinour & Brown
Virginia
$248K
MM
1553
Meridian Management
Arkansas
$247K -$668K -13,540 -71%
FM
1554
Foster & Motley
Ohio
$247K -$52.8K -1,070 -16%
CPSAC
1555
Chas P. Smith & Associates (CPS)
Florida
$245K
DCM
1556
Donaldson Capital Management
Indiana
$245K +$2.47K +50 +0.9%
BFA
1557
Bluestem Financial Advisors
Illinois
$244K -$38.5K -780 -13%
LWAC
1558
Laurel Wealth Advisors (California)
California
$244K -$37K -750 -12%
TWP
1559
Total Wealth Planning
Ohio
$244K -$29.4K -595 -10%
GA
1560
Geller Advisors
New York
$244K
JC
1561
JB Capital
Connecticut
$244K +$3.21K +65 +1%
PFG
1562
PAX Financial Group
Texas
$244K +$8.39K +170 +3%
CPA
1563
Capital Planning Advisors
California
$242K -$12.3K -250 -4%
MWA
1564
Monograph Wealth Advisors
California
$242K
SWM
1565
Segment Wealth Management
Texas
$242K
VWA
1566
Visionary Wealth Advisors
Illinois
$242K +$1.48K +30 +0.6%
FP
1567
Financial Perspectives
Minnesota
$241K
BFIM
1568
Beese Fulmer Investment Management
Ohio
$241K +$263K +5,320 New
OSAM
1569
O'Shaughnessy Asset Management
Connecticut
$240K +$13.3K +270 +5%
BBW
1570
Blue Barn Wealth
Utah
$239K -$12.3K -250 -5%
LWM
1571
Laidlaw Wealth Management
New York
$239K
SBL
1572
Sargent Bickham Lagudis
Colorado
$239K
SWRP
1573
Summit Wealth & Retirement Planning
California
$239K +$260K +5,275 New
B
1574
Bellecapital
Switzerland
$238K
EC
1575
Estate Counselors
Wisconsin
$238K