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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1576
Foundations Investment Advisors
Arizona
$223K -$22K -455 -8%
SWIG
1577
Strategic Wealth Investment Group
Kentucky
$223K +$246K +5,090 New
AA
1578
Aufman Associates
Pennsylvania
$221K – – –
WTA
1579
Washington Trust Advisors
Massachusetts
$221K – – –
NAMP
1580
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K – – –
BAM
1581
Bosun Asset Management
Illinois
$219K – – –
RWA
1582
Redmont Wealth Advisors
Illinois
$219K – – –
SF
1583
SBK Financial
Virginia
$219K – – –
MAM
1584
Meeder Asset Management
Ohio
$218K -$147K -3,035 -38%
VBWMG
1585
Von Berge Wealth Management Group
California
$218K – – –
WP
1586
WMS Partners
Maryland
$217K -$4.59K -95 -2%
LA
1587
LVW Advisors
New York
$217K +$239K +4,940 New
DBIA
1588
Dumont & Blake Investment Advisors
New Jersey
$216K – – –
EP
1589
EPIQ Partners
Minnesota
$216K – – –
BCM
1590
BTC Capital Management
Iowa
$215K -$15.7K -325 -6%
JWM
1591
JFG Wealth Management
Colorado
$215K – – –
SFP
1592
Sweet Financial Partners
Minnesota
$215K – – –
SC
1593
Saiph Capital
New Jersey
$214K -$48.6K -1,005 -17%
WIC
1594
Woodmont Investment Counsel
Tennessee
$214K +$236K +4,875 New
KFP
1595
KMG Fiduciary Partners
Ohio
$213K -$14.3K -295 -6%
CWS
1596
Cypress Wealth Services
California
$212K -$26.3K -545 -10%
MSCM
1597
McElhenny Sheffield Capital Management
Texas
$212K -$2.18K -45 -0.9%
PSIWM
1598
Paradigm Strategies in Wealth Management
Minnesota
$211K – – –
PO
1599
Private Ocean
California
$210K – – –
AA
1600
Aire Advisors
California
$210K +$1.45K +30 +0.6%