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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
1826
Legacy Edge Advisors
New York
$331K – – –
FFO
1827
Fiduciary Family Office
Florida
$331K -$69.8K -1,232 -22%
RFA
1828
Resurgent Financial Advisors
Georgia
$329K +$33.9K +599 +12%
RDWM
1829
Red Door Wealth Management
Tennessee
$329K -$113 -2 -0%
SRWM
1830
Shira Ridge Wealth Management
California
$328K +$3K +53 +1%
FP
1831
Financial Perspectives
Minnesota
$328K +$3.62K +64 +1%
ACM
1832
AlphaStar Capital Management
North Carolina
$328K +$31.5K +556 +11%
MPW
1833
Monterey Private Wealth
California
$327K +$21.1K +372 +7%
Quantbot Technologies
1834
Quantbot Technologies
New York
$327K +$305K +5,379 New
HWP
1835
Hibernia Wealth Partners
Louisiana
$327K +$62.2K +1,099 +26%
CCA
1836
Criterion Capital Advisors
Tennessee
$326K -$2.43K -43 -0.8%
BWP
1837
Bernardo Wealth Planning
Pennsylvania
$326K +$57 +1 +0%
BWP
1838
Baldwin Wealth Partners
Massachusetts
$325K -$374K -6,600 -55%
RW
1839
RVW Wealth
California
$325K -$26K -460 -8%
SWM
1840
Segment Wealth Management
Texas
$324K – – –
SW
1841
SkyOak Wealth
Michigan
$323K +$56.6K +1,000 +23%
BO
1842
Bank OZK
Arkansas
$322K -$38K -671 -11%
SWRP
1843
Summit Wealth & Retirement Planning
California
$320K – – –
Douglass Winthrop Advisors
1844
Douglass Winthrop Advisors
New York
$320K – – –
OWM
1845
OneAscent Wealth Management
Alabama
$320K -$15.9K -281 -5%
JTBR
1846
James T. Borello RIA
Illinois
$318K -$26.2K -463 -8%
BP
1847
BCK Partners
New York
$316K -$2.77K -49 -0.9%
CFO
1848
Custos Family Office
Texas
$315K +$396 +7 +0.1%
AAM
1849
Ameraudi Asset Management
New York
$314K -$283 -5 -0.1%
AWA
1850
Acorn Wealth Advisors
Michigan
$314K +$170 +3 +0.1%