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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1801
Mengis Capital Management
Oregon
$206K +$196K +3,935 New
FCIM
1802
Fairview Capital Investment Management
California
$206K +$196K +3,935 New
ECA
1803
Elevated Capital Advisors
Utah
$205K +$195K +3,920 New
FVWA
1804
Foster Victor Wealth Advisors
South Carolina
$205K +$196K +3,940 New
SCA
1805
Stonebridge Capital Advisors
Minnesota
$204K -$28.6K -575 -13%
CC
1806
Cypress Capital
Tennessee
$204K -$99.2K -1,995 -34%
CA
1807
CGN Advisors
Kansas
$203K +$193K +3,890 New
AA
1808
Addison Advisors
Vermont
$203K -$1.24K -25 -0.6%
TSW
1809
Thompson Siegel & Walmsley
Virginia
$203K -$24.4K -490 -11%
TWM
1810
Tolleson Wealth Management
Texas
$203K +$193K +3,880 New
CA
1811
Carson Advisory
Georgia
$203K -$21.4K -430 -10%
FAG
1812
Fortitude Advisory Group
Washington
$203K -$53.7K -1,080 -22%
CWM
1813
Chemistry Wealth Management
New York
$202K +$192K +3,860 New
GC
1814
Gratus Capital
Georgia
$202K +$192K +3,860 New
PAMG
1815
Patton Albertson Miller Group
Tennessee
$202K +$192K +3,855 New
SWG
1816
Summit Wealth Group
Vermont
$201K +$190K +3,830 +19,150%
ESBC
1817
E.S. Barr & Co
Kentucky
$201K +$191K +3,835 New
SWA
1818
Sutton Wealth Advisors
Florida
$200K +$41.3K +830 +28%
VCM
1819
Versant Capital Management
Arizona
$195K +$90.7K +1,825 +96%
RFA
1820
Register Financial Advisors
Georgia
$194K +$8.7K +175 +5%
CPG
1821
Cornerstone Planning Group
New Jersey
$193K +$183K +3,680 New
TCM
1822
TD Capital Management
Tennessee
$191K – – –
DJSG
1823
D.J. St. Germain
Massachusetts
$185K +$176K +3,535 New
PCTC
1824
Perkins Coie Trust Company
Washington
$181K – – –
JWM
1825
Janiczek Wealth Management
Colorado
$176K – – –