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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
1576
Patton Albertson Miller Group
Tennessee
$550K
LFG
1577
Lazard Frères Gestion
France
$550K
GKIM
1578
GW&K Investment Management
Massachusetts
$550K +$307K +5,425 +150%
RG
1579
Retirement Group
California
$549K -$92.3K -1,630 -15%
CWM
1580
Centurion Wealth Management
Virginia
$549K -$6.4K -113 -1%
WCP
1581
Wick Capital Partners
Pennsylvania
$548K +$510K +9,017 New
FH
1582
FWG Holdings
Florida
$546K -$15.3K -270 -3%
WC
1583
Wynn Capital
Georgia
$546K -$43.9K -775 -8%
AW
1584
Avion Wealth
Texas
$545K -$3.68K -65 -0.7%
Luther King Capital Management (LKCM)
1585
Luther King Capital Management (LKCM)
Texas
$544K
JFG
1586
JMG Financial Group
Illinois
$544K +$1.7K +30 +0.3%
GA
1587
Geller Advisors
New York
$542K
HT
1588
Headlands Technologies
Illinois
$542K +$482K +8,507 +2,050%
TFP
1589
Tilia Fiduciary Partners
North Carolina
$542K -$9K -159 -2%
GP
1590
Girard Partners
Pennsylvania
$541K -$24.9K -439 -5%
CSB
1591
City State Bank
Iowa
$541K
FTDI
1592
First Trust Direct Indexing
Massachusetts
$537K +$501K +8,848 New
DCM
1593
Dimension Capital Management
Florida
$536K
CHAM
1594
Clear Harbor Asset Management
Connecticut
$535K
SHIM
1595
Stone House Investment Management
Pennsylvania
$533K +$376K +6,638 +311%
CIC
1596
Cutler Investment Counsel
Oregon
$527K -$233K -4,110 -32%
RI
1597
Ridgewood Investments
New Jersey
$525K -$113 -2 -0%
TPW
1598
Transatlantique Private Wealth
New York
$524K
BA
1599
Brightwater Advisory
Florida
$522K +$486K +8,587 New
PWS
1600
Peterson Wealth Services
Utah
$520K -$45.3K -800 -9%