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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1626
Newbridge Financial Services Group
Florida
$244K -$5.86K -110 -2%
GIP
1627
Granite Investment Partners
California
$244K – – –
WAOTB
1628
Wealth Advisors of Tampa Bay
Florida
$244K – – –
MAP
1629
Moody Aldrich Partners
Massachusetts
$243K – – –
SSC
1630
Syverson Strege & Co
Iowa
$241K – – –
WIA
1631
World Investment Advisors
California
$240K -$24K -450 -9%
EWA
1632
Evolution Wealth Advisors
Florida
$240K – – –
LJAC
1633
L.J. Altfest & Co
New York
$240K +$532 +10 +0.2%
MS
1634
Madden Securities
Texas
$240K +$238K +4,470 New
FWM
1635
Focused Wealth Management
New York
$239K +$131K +2,460 +124%
EP
1636
Eudaimonia Partners
Tennessee
$239K +$237K +4,460 New
SCA
1637
Sandy Cove Advisors
Massachusetts
$238K +$266 +5 +0.1%
NCM
1638
Northwest Capital Management
Oregon
$238K +$236K +4,430 New
PWM
1639
PBMares Wealth Management
Virginia
$238K +$236K +4,430 New
WAM
1640
WNY Asset Management
New York
$236K – – –
ZCM
1641
Ziegler Capital Management
Illinois
$235K – – –
AC
1642
ASB Consultores
Florida
$234K – – –
VC
1643
Veracity Capital
Georgia
$233K – – –
VBFG
1644
Vishria Bird Financial Group
Tennessee
$233K – – –
SPWM
1645
Schrum Private Wealth Management
Florida
$233K +$266 +5 +0.1%
FWCM
1646
Ferguson Wellman Capital Management
Oregon
$233K +$20K +375 +9%
WPC
1647
White Pine Capital
Minnesota
$232K +$26.6K +500 +13%
CIP
1648
Capital Insight Partners
Arizona
$229K – – –
CWM
1649
Chemistry Wealth Management
New York
$228K -$480K -9,025 -68%
HBT
1650
Hills Bank & Trust
Iowa
$228K -$26.4K -495 -10%