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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1651
Westmount Partners
California
$777K -$45.6K -658 -5%
IAS
1652
IMA Advisory Services
Colorado
$774K +$69 +1 +0%
GKWIM
1653
Gerber Kawasaki Wealth & Investment Management
California
$773K +$91.8K +1,323 +13%
OC
1654
Oarsman Capital
Wisconsin
$772K -$99.5K -1,434 -11%
OKSA
1655
O'Keefe Stevens Advisory
New York
$772K +$793K +11,432 New
WIM
1656
WealthPlan Investment Management
Nebraska
$770K +$475K +6,854 +151%
IIC
1657
Ironwood Investment Counsel
Arizona
$770K +$2.36K +34 +0.3%
SC
1658
Slow Capital
California
$770K
SMBT
1659
Southern Michigan Bank & Trust
Michigan
$767K +$787K +11,351 New
WLPWM
1660
Walled Lake Planning & Wealth Management
Illinois
$766K -$43.9K -633 -5%
BTI
1661
Blue Trust Inc
Georgia
$766K +$7.08K +102 +0.9%
LB
1662
Legacy Bridge
Iowa
$763K +$42.2K +608 +6%
FCIM
1663
Fairview Capital Investment Management
California
$762K +$513K +7,400 +190%
BWM
1664
BKM Wealth Management
Wisconsin
$762K -$33K -476 -4%
EC
1665
Estate Counselors
Wisconsin
$760K +$781K +11,260 New
WC
1666
Waterloo Capital
Texas
$760K +$3.68K +53 +0.5%
IP
1667
Indivisible Partners
Florida
$759K -$3.54K -51 -0.5%
CCA
1668
Checchi Capital Advisers
California
$757K +$11.9K +171 +2%
WAM
1669
Weatherly Asset Management
California
$757K
BWA
1670
Beam Wealth Advisors
Louisiana
$757K -$62.7K -904 -7%
YIH
1671
Y-Intercept (HK)
Hong Kong
$757K +$375K +5,408 +93%
PPW
1672
Parcion Private Wealth
Washington
$756K -$2.84K -41 -0.4%
E3F
1673
Eight 31 Financial
Texas
$755K +$16.2K +234 +2%
NWA
1674
Northwest Wealth Advisors
Washington
$753K -$159K -2,289 -17%
CWA
1675
Crusonia Wealth Advisors
Colorado
$752K