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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSC
1801
Grey Street Capital
Illinois
$312K – – –
CF
1802
Convergence Financial
Missouri
$311K -$7.1K -140 -2%
TBNY
1803
Trustco Bank (New York)
New York
$311K – – –
MWM
1804
McNaughton Wealth Management
California
$310K – – –
FFO
1805
Fiduciary Family Office
Florida
$308K +$282K +5,565 New
GHAM
1806
Gilman Hill Asset Management
Connecticut
$308K +$282K +5,565 New
OWM
1807
OneAscent Wealth Management
Alabama
$308K +$281K +5,550 New
Boston Trust Walden
1808
Boston Trust Walden
Massachusetts
$304K – – –
ARA
1809
Alexander Randolph Advisory
Virginia
$303K +$278K +5,475 New
LEA
1810
Legacy Edge Advisors
New York
$302K +$276K +5,450 New
SAM
1811
Strategy Asset Managers
California
$302K +$507 +10 +0.2%
CCA
1812
Criterion Capital Advisors
Tennessee
$300K +$275K +5,415 New
RDWM
1813
Red Door Wealth Management
Tennessee
$300K +$275K +5,415 New
VC
1814
Veracity Capital
Georgia
$299K +$273K +5,385 New
BWP
1815
Bernardo Wealth Planning
Pennsylvania
$298K -$25.4K -500 -9%
EP
1816
Edgestream Partners
New Jersey
$297K +$272K +5,355 New
MWA
1817
Monograph Wealth Advisors
California
$297K -$12.2K -240 -4%
SRWM
1818
Shira Ridge Wealth Management
California
$296K -$6.59K -130 -2%
SWM
1819
Segment Wealth Management
Texas
$296K – – –
FP
1820
Financial Perspectives
Minnesota
$296K +$761 +15 +0.3%
LB
1821
Legacy Bridge
Iowa
$295K +$8.88K +175 +3%
SWRP
1822
Summit Wealth & Retirement Planning
California
$292K – – –
Douglass Winthrop Advisors
1823
Douglass Winthrop Advisors
New York
$292K – – –
BP
1824
BCK Partners
New York
$291K -$19.3K -380 -7%
SWIG
1825
Strategic Wealth Investment Group
Kentucky
$291K -$27.6K -545 -9%