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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
1701
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$263K – – –
BFA
1702
Bluestem Financial Advisors
Illinois
$262K -$14.7K -295 -6%
APWA
1703
Atlas Private Wealth Advisors
New Jersey
$262K +$248K +5,000 New
BAM
1704
Bosun Asset Management
Illinois
$261K – – –
AI
1705
Auour Investments
Massachusetts
$261K +$248K +4,995 New
GFA
1706
Gallagher Fiduciary Advisors
Illinois
$261K -$39.5K -795 -14%
WAG
1707
Wallace Advisory Group
California
$261K – – –
GA
1708
Greenspring Advisors
Maryland
$259K -$609K -12,245 -71%
LC
1709
Lavaca Capital
Texas
$259K +$12.2K +245 +5%
WP
1710
WMS Partners
Maryland
$258K -$1.24K -25 -0.5%
DBIA
1711
Dumont & Blake Investment Advisors
New Jersey
$258K +$248 +5 +0.1%
B
1712
Bellecapital
Switzerland
$257K – – –
Tidal Investments
1713
Tidal Investments
Wisconsin
$257K +$245K +4,925 New
HWP
1714
Heritage Wealth Partners
Ohio
$256K +$244K +4,900 New
Orgel Wealth Management
1715
Orgel Wealth Management
Wisconsin
$253K – – –
IAS
1716
Insigneo Advisory Services
Florida
$253K +$241K +4,840 New
CWS
1717
Cypress Wealth Services
California
$252K – – –
LAM
1718
LifePro Asset Management
California
$252K +$240K +4,820 New
MM
1719
Main Management
California
$252K -$2.76M -55,535 -92%
IIC
1720
Integrated Investment Consultants
Michigan
$251K +$239K +4,800 New
KWM
1721
Keebeck Wealth Management
Illinois
$251K +$1.49K +30 +0.6%
BCM
1722
BTC Capital Management
Iowa
$250K – – –
RWG
1723
Regal Wealth Group
California
$250K -$3.69M -74,320 -94%
TYCC
1724
Texas Yale Capital Corp
Florida
$249K +$248 +5 +0.1%
CRI
1725
Commonwealth Retirement Investments
Virginia
$249K – – –