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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1601
Kelleher Financial Advisors
New York
$456K
FWA
1602
FSC Wealth Advisors
New York
$456K +$71.5K +1,410 +21%
OCFG
1603
O'Connor Financial Group
Illinois
$455K +$2.54K +50 +0.6%
HBW
1604
Hazlett, Burt & Watson
West Virginia
$453K -$33.2K -655 -7%
CP
1605
Capital Planning
Washington
$453K -$11.4K -225 -3%
MW
1606
Maia Wealth
Colorado
$452K +$414K +8,160 New
JPG
1607
Jordan Park Group
California
$452K
GFG
1608
Greystone Financial Group
Michigan
$451K +$107K +2,105 +35%
SFO
1609
Stokes Family Office
Louisiana
$451K -$271K -5,335 -40%
FPB
1610
First PREMIER Bank
South Dakota
$449K
SPI
1611
Sutton Place Investors
New York
$448K -$46.7K -920 -10%
FSA
1612
Fort Sheridan Advisors
Illinois
$446K +$4.06K +80 +1%
SCP
1613
Stevens Capital Partners
Nebraska
$446K +$16.7K +330 +4%
HWM
1614
Hemington Wealth Management
Virginia
$445K -$12.2K -240 -3%
FDCDDQ
1615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$445K -$251K -4,940 -38%
BG
1616
Benedetti & Gucer
Georgia
$444K +$19.3K +380 +5%
AAM
1617
Augustine Asset Management
Florida
$444K -$50.7K -1,000 -11%
FC
1618
Financial Consulate
Maryland
$444K -$88.3K -1,740 -18%
SMA
1619
Seven Mile Advisory
New Jersey
$444K -$89.3K -1,760 -18%
HFS
1620
Haverford Financial Services
Pennsylvania
$443K
FA
1621
Fountainhead AM
New Jersey
$443K -$55K -1,085 -12%
MCA
1622
Martin Capital Advisors
Texas
$442K
EHC
1623
Everett Harris & Co
California
$441K -$20.3K -400 -5%
PCG
1624
Prosperity Consulting Group
Maryland
$441K +$8.88K +175 +2%
MSWMA
1625
Market Street Wealth Management Advisors
Indiana
$440K -$4.34M -85,615 -92%