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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
1751
Hamilton Point Investment Advisors
North Carolina
$235K
PPW
1752
Parcion Private Wealth
Washington
$235K -$340K -6,835 -60%
AWM
1753
Affinity Wealth Management
Delaware
$235K +$1.74K +35 +0.8%
NFW
1754
Noble Family Wealth
Florida
$234K
ACA
1755
Affinity Capital Advisors
California
$234K -$45K -905 -17%
EWA
1756
Evolution Wealth Advisors
Florida
$234K -$7.7K -155 -3%
ST
1757
Sageworth Trust
Pennsylvania
$234K
Schroder Investment Management Group
1758
Schroder Investment Management Group
United Kingdom
$234K
AP
1759
Adero Partners
California
$232K
SF
1760
Slagle Financial
Illinois
$231K +$220K +4,420 New
IAM
1761
Innovis Asset Management
Illinois
$230K
WFA
1762
WestHill Financial Advisors
California
$230K -$1.24K -25 -0.6%
MSS
1763
Mitchell Sinkler & Starr
Pennsylvania
$229K +$6.21K +125 +3%
FFM
1764
Forum Financial Management
Illinois
$229K -$20.9K -420 -9%
FM
1765
Foster & Motley
Ohio
$228K
VBFG
1766
Vishria Bird Financial Group
Tennessee
$227K
AIS
1767
AM Investment Strategies
Tennessee
$227K +$216K +4,350 New
AWA
1768
Aletheian Wealth Advisors
Washington
$227K
SFM
1769
Signet Financial Management
New Jersey
$227K -$4.72K -95 -2%
SW
1770
SkyOak Wealth
Michigan
$226K -$12.4K -250 -5%
SVWAG
1771
Sound View Wealth Advisors Group
Georgia
$225K -$10.2K -205 -5%
FRA
1772
Frank Rimerman Advisors
California
$225K
BBW
1773
Blue Barn Wealth
Utah
$223K -$1.49K -30 -0.7%
FAM
1774
Formidable Asset Management
Ohio
$223K +$212K +4,260 New
CIP
1775
Capital Insight Partners
Arizona
$223K