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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1651
Parcion Private Wealth
Washington
$418K -$106K -2,085 -22%
ICM
1652
IMS Capital Management
Oregon
$417K
SAM
1653
Selway Asset Management
$416K
SLG
1654
Stanley-Laman Group
Pennsylvania
$416K -$10.1K -200 -3%
CGL
1655
Clarius Group LLC
Washington
$412K +$377K +7,440 New
SCM
1656
Schnieders Capital Management
California
$412K -$5.07K -100 -1%
GKWIM
1657
Gerber Kawasaki Wealth & Investment Management
California
$412K -$96.4K -1,900 -20%
TT
1658
TI-Trust
Illinois
$412K -$5.07K -100 -1%
RFWA
1659
RPg Family Wealth Advisory
Massachusetts
$410K
PWP
1660
Perfromance Wealth Partners
Illinois
$408K -$58.8K -1,160 -14%
MSCM
1661
McElhenny Sheffield Capital Management
Texas
$405K +$23.6K +465 +7%
MIAS
1662
Mason Investment Advisory Services
Virginia
$404K +$2.54K +50 +0.7%
LA
1663
LexAurum Advisors
Kansas
$403K -$104K -2,060 -22%
ARIS
1664
Advanced Research Investment Solutions
California
$400K -$169K -3,340 -32%
MPCL
1665
My Personal CFO LLC
Washington
$398K
PWMA
1666
Pension & Wealth Management Advisors
Massachusetts
$397K
WPP
1667
Whalerock Point Partners
Rhode Island
$397K -$50.7K -1,000 -12%
RBFC
1668
Roman Butler Fullerton & Co
Missouri
$396K +$507 +10 +0.1%
FWP
1669
Falcon Wealth Planning
California
$396K +$6.85K +135 +2%
TWP
1670
Tyche Wealth Partners
Texas
$396K +$363K +7,150 New
DP
1671
DDD Partners
Washington
$396K -$32.2K -635 -8%
OBWG
1672
Onyx Bridge Wealth Group
New York
$395K +$8.37K +165 +2%
RRCM
1673
Rappaport Reiches Capital Management
Illinois
$395K
TWM
1674
Tradition Wealth Management
Minnesota
$394K -$604K -11,910 -63%
SAM
1675
Sawgrass Asset Management
Florida
$394K +$15.2K +300 +4%