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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VR
1601
Valued Retirements
Texas
$521K +$523K +8,901 New
DCM
1602
Dimension Capital Management
Florida
$516K – – –
CWM
1603
Collaborative Wealth Management
Florida
$515K +$21.1K +360 +4%
CHAM
1604
Clear Harbor Asset Management
Connecticut
$513K -$2.06K -35 -0.4%
SOAMC
1605
Spirit of America Management Corp
New York
$512K +$324K +5,511 +171%
TPW
1606
Transatlantique Private Wealth
New York
$511K +$7.05K +120 +1%
SLG
1607
Stanley-Laman Group
Pennsylvania
$511K +$59.4K +1,011 +13%
WCP
1608
Wick Capital Partners
Pennsylvania
$509K -$18.4K -313 -3%
OPWM
1609
Oxinas Partners Wealth Management
Indiana
$508K -$107K -1,815 -17%
CIC
1610
Cutler Investment Counsel
Oregon
$508K – – –
SHIM
1611
Stone House Investment Management
Pennsylvania
$505K -$8.22K -140 -2%
CPA
1612
Clear Point Advisors
New York
$503K +$19.8K +337 +4%
BSHC
1613
Breed's Hill Capital
Massachusetts
$500K – – –
NAMP
1614
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K – – –
WAM
1615
WNY Asset Management
New York
$498K – – –
FF
1616
Financial Futures
New Jersey
$498K – – –
MWM
1617
Melfa Wealth Management
Massachusetts
$497K +$30K +511 +6%
RI
1618
Ridgewood Investments
New Jersey
$497K -$8.99K -153 -2%
HFAS
1619
Hummer Financial Advisory Services
Illinois
$495K – – –
SIAP
1620
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$492K – – –
SRC
1621
Sage Rhino Capital
California
$492K – – –
BC
1622
Burney Company
Virginia
$490K +$176 +3 +0%
GP
1623
Girard Partners
Pennsylvania
$490K -$31.4K -535 -6%
HP
1624
Holistic Planning
Texas
$489K -$20.9K -355 -4%
SIS
1625
Sound Income Strategies
Florida
$489K +$479K +8,159 +4,184%