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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
1726
Montz Harcus Wealth Management
Louisiana
$217K +$217K +4,495 New
ACM
1727
Ardent Capital Management
Ohio
$217K +$217K +4,490 New
W
1728
WorthPointe
California
$217K +$217K +4,490 New
FAG
1729
Fortitude Advisory Group
Washington
$217K +$216K +4,475 New
Schroder Investment Management Group
1730
Schroder Investment Management Group
United Kingdom
$216K – – –
ST
1731
Sageworth Trust
Pennsylvania
$216K +$72.7K +1,505 +51%
TSS
1732
Two Sigma Securities
New York
$215K -$242K -5,005 -53%
AP
1733
Adero Partners
California
$215K -$40.6K -840 -16%
WFA
1734
WestHill Financial Advisors
California
$214K +$483 +10 +0.2%
FVWA
1735
Foster Victor Wealth Advisors
South Carolina
$214K -$72K -1,490 -26%
AC
1736
AlphaCore Capital
California
$214K – – –
PVH
1737
Psagot Value Holdings
Israel
$213K – – –
IAM
1738
Innovis Asset Management
Illinois
$213K +$213K +4,400 New
SF
1739
Safeguard Financial
Wisconsin
$212K +$212K +4,380 New
AWA
1740
Aletheian Wealth Advisors
Washington
$211K +$211K +4,365 New
AC
1741
ASB Consultores
Florida
$211K +$211K +4,365 New
FM
1742
Foster & Motley
Ohio
$211K -$50.2K -1,040 -19%
TSW
1743
Thompson Siegel & Walmsley
Virginia
$211K – – –
DC
1744
Darrow Company
Massachusetts
$210K +$210K +4,345 New
VBFG
1745
Vishria Bird Financial Group
Tennessee
$210K +$210K +4,345 New
TWP
1746
TFO Wealth Partners
Ohio
$209K +$754K +15,600 +5,474%
NAMM
1747
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K +$208K +4,310 New
Jane Street
1748
Jane Street
New York
$208K -$1.96M -40,655 -90%
FRA
1749
Frank Rimerman Advisors
California
$208K +$208K +4,300 New
MS
1750
Madden Securities
Texas
$208K +$208K +4,295 New