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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1776
Kellett Wealth Advisors
Ohio
$365K +$17.9K +305 +5%
SWM
1777
Sugarloaf Wealth Management
Georgia
$362K -$21.6K -368 -6%
FB
1778
First Bancorp
Maine
$361K – – –
JSL
1779
JT Stratford LLC
Georgia
$360K -$5.76K -98 -2%
RC
1780
Roundview Capital
New Jersey
$360K +$1.29K +22 +0.4%
4FG
1781
4Thought Financial Group
New York
$360K +$112K +1,901 +45%
4WM
1782
4J Wealth Management
Virginia
$358K -$47.2K -804 -12%
RDWM
1783
Red Door Wealth Management
Tennessee
$357K +$40.5K +690 +13%
AL
1784
ADE LLC
Maryland
$357K -$2.88K -49 -0.8%
AGC
1785
Aspen Grove Capital
Colorado
$357K – – –
TAM
1786
Tucker Asset Management
Colorado
$357K – – –
ESBC
1787
E.S. Barr & Co
Kentucky
$356K +$7.34K +125 +2%
MCCA
1788
Mill Creek Capital Advisors
Pennsylvania
$355K – – –
FA
1789
Faithward Advisors
Pennsylvania
$355K – – –
TF
1790
Trek Financial
Arizona
$354K +$22.3K +380 +7%
HHAA
1791
Henry H. Armstrong Associates
Pennsylvania
$354K +$355K +6,050 New
MHWM
1792
Montz Harcus Wealth Management
Louisiana
$353K +$86.4K +1,470 +32%
MIS
1793
Morningstar Investment Services
Illinois
$353K +$355K +6,047 New
FF
1794
Fox Financial
Pennsylvania
$353K -$7.34K -125 -2%
FCG
1795
Fielder Capital Group
Tennessee
$352K +$353K +6,012 New
DJSG
1796
D.J. St. Germain
Massachusetts
$351K +$19K +324 +6%
PSA
1797
Plum Street Advisors
Louisiana
$351K – – –
AA
1798
Auxano Advisors
Washington
$350K +$940 +16 +0.3%
WAL
1799
W Advisors LLC
Tennessee
$348K – – –
UAG
1800
United Advisor Group
Ohio
$348K +$149K +2,529 +74%