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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1826
Paulson Wealth Management
Illinois
$469K -$8.66K -135 -2%
NG
1827
Norden Group
Utah
$468K -$11.9K -186 -2%
PB
1828
Prime Buchholz
New Hampshire
$467K +$480K +7,488 New
NCM
1829
Northwest Capital Management
Oregon
$464K – – –
GSAM
1830
Grant Street Asset Management
Pennsylvania
$463K +$2.44K +38 +0.5%
AW
1831
Avion Wealth
Texas
$463K – – –
LSA
1832
Lion Street Advisors
Texas
$462K +$32.5K +506 +7%
VAF
1833
Values Added Financial
District of Columbia
$461K – – –
HWM
1834
Hohimer Wealth Management
Washington
$458K +$125K +1,945 +36%
LOPW
1835
Live Oak Private Wealth
North Carolina
$458K -$5.13K -80 -1%
Perfromance Wealth Partners
1836
Perfromance Wealth Partners
Illinois
$457K – – –
PWS
1837
Peterson Wealth Services
Utah
$456K -$2.37K -37 -0.5%
NAS
1838
Nicolet Advisory Services
Wisconsin
$455K +$1.86K +29 +0.4%
WAM
1839
WNY Asset Management
New York
$455K -$78.2K -1,220 -14%
PP
1840
Patten & Patten
Tennessee
$454K -$10.9K -170 -2%
CFGW
1841
Chancellor Financial Group WB
Pennsylvania
$452K +$466K +7,261 New
MIAS
1842
Mason Investment Advisory Services
Virginia
$452K +$1.67K +26 +0.4%
Bogart Wealth LLC
1843
Bogart Wealth LLC
Virginia
$452K -$22.4K -350 -5%
BWMG
1844
Barnes Wealth Management Group
California
$450K +$463K +7,220 New
DP
1845
DDD Partners
Washington
$449K +$4.3K +67 +0.9%
CA
1846
CapWealth Advisors
Tennessee
$449K – – –
LA
1847
Latitude Advisors
Florida
$449K -$153K -2,393 -25%
MSWM
1848
Mowery & Schoenfeld Wealth Management
Illinois
$449K +$462K +7,200 New
SWM
1849
Scissortail Wealth Management
Oklahoma
$446K +$459K +7,160 +143,200%
MAC
1850
Mason & Associates (California)
California
$446K +$11.2K +175 +3%