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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1726
DAGCO Inc
Ohio
$465K -$15.1K -250 -3%
PP
1727
Patten & Patten
Tennessee
$464K -$281K -4,655 -38%
NCM
1728
Northwest Capital Management
Oregon
$464K – – –
AW
1729
Avion Wealth
Texas
$463K – – –
LOPW
1730
Live Oak Private Wealth
North Carolina
$463K +$32K +531 +8%
FWP
1731
Falcon Wealth Planning
California
$463K +$24.5K +407 +6%
VAF
1732
Values Added Financial
District of Columbia
$461K – – –
GSAM
1733
Grant Street Asset Management
Pennsylvania
$461K +$10.1K +168 +2%
SWM
1734
Scissortail Wealth Management
Oklahoma
$460K -$444K -7,370 -100%
Smith Salley Wealth Management
1735
Smith Salley Wealth Management
North Carolina
$459K +$2.41K +40 +0.5%
PWS
1736
Peterson Wealth Services
Utah
$458K -$1.75K -29 -0.4%
EA
1737
Ellsworth Advisors
Ohio
$458K +$128K +2,126 +41%
Perfromance Wealth Partners
1738
Perfromance Wealth Partners
Illinois
$457K -$1.51K -25 -0.3%
RFA
1739
Rollins Financial Advisors
New York
$457K +$121 +2 +0%
PP
1740
Pacifica Partners
Canada
$456K +$85.6K +1,420 +24%
SCA
1741
STALEY CAPITAL ADVISERS
Pennsylvania
$452K -$25.6K -425 -6%
AFAS
1742
Acorn Financial Advisory Services
Virginia
$452K -$9.59K -159 -2%
NAS
1743
Nicolet Advisory Services
Wisconsin
$451K -$603 -10 -0.1%
MIAS
1744
Mason Investment Advisory Services
Virginia
$451K +$1.45K +24 +0.3%
CA
1745
CapWealth Advisors
Tennessee
$449K – – –
Sanibel Captiva Trust Company
1746
Sanibel Captiva Trust Company
Florida
$449K +$60 +1 +0%
4WM
1747
49 Wealth Management
Texas
$448K -$45.1K -748 -9%
PWMA
1748
Pension & Wealth Management Advisors
Massachusetts
$447K – – –
HGERS
1749
Householder Group Estate & Retirement Specialist
Arizona
$446K +$136K +2,249 +46%
DP
1750
DDD Partners
Washington
$445K +$121 +2 +0%