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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
1751
Montz Harcus Wealth Management
Louisiana
$236K +$497 +10 +0.2%
NRG
1752
Nemes Rush Group
Michigan
$236K +$224K +4,510 New
HPIA
1753
Hamilton Point Investment Advisors
North Carolina
$235K – – –
PPW
1754
Parcion Private Wealth
Washington
$235K -$340K -6,835 -60%
AWM
1755
Affinity Wealth Management
Delaware
$235K +$1.74K +35 +0.8%
NFW
1756
Noble Family Wealth
Florida
$234K – – –
ACA
1757
Affinity Capital Advisors
California
$234K -$45K -905 -17%
EWA
1758
Evolution Wealth Advisors
Florida
$234K -$7.7K -155 -3%
ST
1759
Sageworth Trust
Pennsylvania
$234K – – –
Schroder Investment Management Group
1760
Schroder Investment Management Group
United Kingdom
$234K – – –
AP
1761
Adero Partners
California
$232K – – –
SF
1762
Slagle Financial
Illinois
$231K +$220K +4,420 New
IAM
1763
Innovis Asset Management
Illinois
$230K – – –
WFA
1764
WestHill Financial Advisors
California
$230K -$1.24K -25 -0.6%
MSS
1765
Mitchell Sinkler & Starr
Pennsylvania
$229K +$6.21K +125 +3%
FFM
1766
Forum Financial Management
Illinois
$229K -$20.9K -420 -9%
FM
1767
Foster & Motley
Ohio
$228K – – –
VBFG
1768
Vishria Bird Financial Group
Tennessee
$227K – – –
AIS
1769
AM Investment Strategies
Tennessee
$227K +$216K +4,350 New
AWA
1770
Aletheian Wealth Advisors
Washington
$227K – – –
SFM
1771
Signet Financial Management
New Jersey
$227K -$4.72K -95 -2%
SW
1772
SkyOak Wealth
Michigan
$226K -$12.4K -250 -5%
SVWAG
1773
Sound View Wealth Advisors Group
Georgia
$225K -$10.2K -205 -5%
FRA
1774
Frank Rimerman Advisors
California
$225K – – –
BBW
1775
Blue Barn Wealth
Utah
$223K -$1.49K -30 -0.7%