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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1701
Nicolet Advisory Services
Wisconsin
$204K +$201K +3,610 New
SC
1702
Stephens Consulting
Michigan
$204K +$200K +3,595 New
SMG
1703
Smart Money Group
Texas
$203K +$199K +3,580 New
AWM
1704
Aries Wealth Management
Maine
$203K +$200K +3,585 New
PSIWM
1705
Paradigm Strategies in Wealth Management
Minnesota
$203K +$200K +3,585 New
AB
1706
Atlas Brown
Kentucky
$201K +$198K +3,560 New
PCTC
1707
Perkins Coie Trust Company
Washington
$196K -$9.74K -175 -5%
MIM
1708
MTM Investment Management
South Carolina
$196K -$6.4K -115 -3%
AssetMark Inc
1709
AssetMark Inc
California
$191K +$64K +1,150 +52%
WWMSC
1710
Wagner Wealth Management (South Carolina)
South Carolina
$190K – – –
RI
1711
Rinkey Investments
California
$187K +$187K +3,360 New
SMG
1712
Spectrum Management Group
Indiana
$185K -$55.9K -1,005 -23%
CA
1713
Cornerstone Advisory
Maryland
$184K +$181K +3,255 New
QC
1714
Quent Capital
New York
$183K +$180K +3,230 New
RWA
1715
RGT Wealth Advisors
Texas
$182K +$179K +3,215 New
Gradient Investments
1716
Gradient Investments
Minnesota
$173K +$21.2K +380 +14%
HDIM
1717
Hanson & Doremus Investment Management
Vermont
$171K – – –
MHR
1718
Matthew Hamilton Rosenberg
$170K – – –
TCM
1719
TD Capital Management
Tennessee
$167K +$278 +5 +0.2%
DCM
1720
Disciplina Capital Management
Tennessee
$166K +$52.9K +950 +48%
SC
1721
Steph & Co
Wisconsin
$163K – – –
CI
1722
Cordant Inc
Oregon
$156K +$278 +5 +0.2%
CWP
1723
Concord Wealth Partners
Virginia
$153K +$150K +2,700 New
ACB
1724
Aristotle Capital Boston
Massachusetts
$153K +$151K +2,705 New
RMC
1725
Resources Management Corp
Connecticut
$147K – – –