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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1776
Bill Few Associates
Pennsylvania
$514K -$136K -2,125 -20%
AFAS
1777
Acorn Financial Advisory Services
Virginia
$514K +$64.1K +1,000 +14%
IDA
1778
Intelligence Driven Advisers
California
$513K -$221K -3,450 -30%
FLP
1779
Financial Life Planners
Arizona
$513K +$528K +8,236 New
KFA
1780
Kelleher Financial Advisors
New York
$512K – – –
Sanibel Captiva Trust Company
1781
Sanibel Captiva Trust Company
Florida
$512K +$64.8K +1,010 +14%
HFAS
1782
Hummer Financial Advisory Services
Illinois
$512K – – –
CWA
1783
Consilium Wealth Advisory
Texas
$508K +$290K +4,525 +124%
FSA
1784
Fort Sheridan Advisors
Illinois
$508K – – –
APW
1785
Aurora Private Wealth
New Jersey
$508K -$12.8K -199 -2%
MWM
1786
Melfa Wealth Management
Massachusetts
$508K +$8.08K +126 +2%
CPA
1787
Cathy Pareto & Associates
Florida
$507K +$522K +8,144 New
CCM
1788
Collar Capital Management
Wisconsin
$506K +$521K +8,125 New
SFP
1789
Strategic Financial Partners
Oregon
$506K – – –
EF
1790
Envision Financial
Wisconsin
$504K +$519K +8,086 New
CWP
1791
CFM Wealth Partners
Texas
$503K -$119K -1,858 -19%
EFN
1792
Equita Financial Network
Pennsylvania
$501K +$151K +2,355 +41%
GSIS
1793
Global Strategic Investment Solutions
Arizona
$500K +$1.99K +31 +0.4%
IWA
1794
Icon Wealth Advisors
Texas
$500K +$139K +2,166 +37%
PIA
1795
Powell Investment Advisors
Florida
$500K +$1.86K +29 +0.4%
LA
1796
LVW Advisors
New York
$499K +$156K +2,437 +44%
AAM
1797
Augustine Asset Management
Florida
$499K – – –
HFS
1798
Haverford Financial Services
Pennsylvania
$498K – – –
IWP
1799
IAG Wealth Partners
Wisconsin
$498K -$3.08K -48 -0.6%
MCA
1800
Martin Capital Advisors
Texas
$497K – – –