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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
1551
Keystone Wealth Services
California
$785K +$9K +140 +1%
RSS
1552
Rosenblum Silverman Sutton
California
$782K -$62.7K -975 -8%
ECM
1553
EagleClaw Capital Management
Massachusetts
$782K
LWM
1554
Luminvest Wealth Management
Arizona
$782K
SHA
1555
Seneca House Advisors
Virginia
$779K +$10.2K +158 +1%
WLPWM
1556
Walled Lake Planning & Wealth Management
Illinois
$777K -$6.36K -99 -0.8%
PIA
1557
Powell Investment Advisors
Florida
$775K -$450 -7 -0.1%
CPA
1558
Cardiff Park Advisors
California
$774K +$1.28K +20 +0.2%
SNB
1559
Security National Bank
Nebraska
$773K -$155K -2,409 -17%
SWM
1560
Shelton Wealth Management
Texas
$769K +$62.3K +970 +9%
ClearBridge Investments
1561
ClearBridge Investments
New York
$768K +$964 +15 +0.1%
PJWM
1562
Philip James Wealth Mangement
Georgia
$768K -$204K -3,179 -21%
AFG
1563
ABLE Financial Group
Arizona
$768K -$10.4K -162 -1%
BWM
1564
BKM Wealth Management
Wisconsin
$767K +$1.61K +25 +0.2%
EIA
1565
Eldridge Investment Advisors
New Hampshire
$767K -$7.72M -120,117 -91%
SFP
1566
Shepherd Financial Partners
Massachusetts
$762K -$67.6K -1,052 -8%
HPM
1567
Hoxton Planning & Management
West Virginia
$762K -$31.5K -490 -4%
YWS
1568
Yarger Wealth Strategies
Ohio
$761K -$49.7K -774 -6%
UWP
1569
Uniting Wealth Partners
Kansas
$761K +$529K +8,228 +240%
NA
1570
Navellier & Associates
Nevada
$760K +$749K +11,650 New
M
1571
MOTCO
Texas
$757K +$55.5K +863 +8%
IPW
1572
Intergy Private Wealth
Colorado
$757K -$6.36K -99 -0.8%
CPBTD
1573
Central Pacific Bank - Trust Division
Hawaii
$752K
WJWM
1574
Williams Jones Wealth Management
New York
$752K +$101K +1,575 +16%
IWP
1575
Invenio Wealth Partners
Florida
$748K -$38.6K -600 -5%