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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
1651
Marble Harbor Investment Counsel
Massachusetts
$418K – – –
PPW
1652
Parcion Private Wealth
Washington
$418K -$106K -2,085 -22%
ICM
1653
IMS Capital Management
Oregon
$417K – – –
SAM
1654
Selway Asset Management
$416K – – –
SLG
1655
Stanley-Laman Group
Pennsylvania
$416K -$10.1K -200 -3%
CGL
1656
Clarius Group LLC
Washington
$412K +$377K +7,440 New
SCM
1657
Schnieders Capital Management
California
$412K -$5.07K -100 -1%
Gerber Kawasaki Wealth & Investment Management
1658
Gerber Kawasaki Wealth & Investment Management
California
$412K -$96.4K -1,900 -20%
TT
1659
TI-Trust
Illinois
$412K -$5.07K -100 -1%
RFWA
1660
RPg Family Wealth Advisory
Massachusetts
$410K – – –
Perfromance Wealth Partners
1661
Perfromance Wealth Partners
Illinois
$408K -$58.8K -1,160 -14%
MSCM
1662
McElhenny Sheffield Capital Management
Texas
$405K +$23.6K +465 +7%
MIAS
1663
Mason Investment Advisory Services
Virginia
$404K +$2.54K +50 +0.7%
LA
1664
LexAurum Advisors
Kansas
$403K -$104K -2,060 -22%
ARIS
1665
Advanced Research Investment Solutions
California
$400K -$169K -3,340 -32%
MPCL
1666
My Personal CFO LLC
Washington
$398K – – –
PWMA
1667
Pension & Wealth Management Advisors
Massachusetts
$397K – – –
WPP
1668
Whalerock Point Partners
Rhode Island
$397K -$50.7K -1,000 -12%
RBFC
1669
Roman Butler Fullerton & Co
Missouri
$396K +$507 +10 +0.1%
FWP
1670
Falcon Wealth Planning
California
$396K +$6.85K +135 +2%
TWP
1671
Tyche Wealth Partners
Texas
$396K +$363K +7,150 New
DP
1672
DDD Partners
Washington
$396K -$32.2K -635 -8%
OBWG
1673
Onyx Bridge Wealth Group
New York
$395K +$8.37K +165 +2%
RRCM
1674
Rappaport Reiches Capital Management
Illinois
$395K – – –
TWM
1675
Tradition Wealth Management
Minnesota
$394K -$604K -11,910 -63%