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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
1751
Intentional Wealth Strategies
Colorado
$763K -$58.3K -794 -7%
RFA
1752
Rollins Financial Advisors
New York
$762K +$276K +3,760 +61%
NG
1753
NWK Group
California
$762K -$23.6K -321 -3%
GKWIM
1754
Gerber Kawasaki Wealth & Investment Management
California
$761K -$116K -1,577 -14%
CPSC
1755
Carl P. Sherr & Co
Massachusetts
$757K -$27.1K -370 -4%
MMPW
1756
Mitchell McLeod Pugh & Williams
Alabama
$757K +$54.7K +746 +8%
BWAM
1757
Boyd Watterson Asset Management
Ohio
$755K – – –
RA
1758
Ruggaard & Associates
Ohio
$754K – – –
FWP
1759
Falcon Wealth Planning
California
$754K -$24.1K -328 -3%
TPWM
1760
Twelve Points Wealth Management
Massachusetts
$754K -$64.3K -877 -8%
CHIA
1761
Copper Harbor Investment Advisors
Wisconsin
$754K +$717K +9,773 New
DIA
1762
Davidson Investment Advisors
Montana
$752K – – –
MIC
1763
Meridian Investment Counsel
California
$752K -$16.1K -220 -2%
WAG
1764
Wallace Advisory Group
California
$750K +$73 +1 +0%
KF
1765
Krilogy Financial
Missouri
$750K -$4.92K -67 -0.7%
CA
1766
CapWealth Advisors
Tennessee
$748K -$8.07K -110 -1%
RC
1767
Roundview Capital
New Jersey
$746K +$97.3K +1,326 +16%
ASBI
1768
American State Bank (Iowa)
Iowa
$745K -$2.86K -39 -0.4%
MC
1769
Miramontes Capital
California
$744K -$24.5K -334 -3%
OCG
1770
Opus Capital Group
Ohio
$743K -$12.5K -170 -2%
OC
1771
Oarsman Capital
Wisconsin
$742K -$134K -1,820 -16%
BTI
1772
Blue Trust Inc
Georgia
$740K -$128K -1,740 -15%
EFS
1773
Econ Financial Services
Pennsylvania
$739K -$8.16M -111,271 -92%
OCM
1774
One Capital Management
California
$739K – – –
BWP
1775
Balboa Wealth Partners
Arizona
$737K -$60.5K -825 -8%