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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1851
Segment Wealth Management
Texas
$639K – – –
ST
1852
Somerset Trust
Pennsylvania
$638K – – –
NAS
1853
NWF Advisory Services
California
$638K +$43.7K +595 +8%
PFG
1854
PAX Financial Group
Texas
$637K -$8.51K -116 -1%
DAS
1855
Daybright Advisory Services
Florida
$636K +$20K +272 +3%
ONST
1856
Old North State Trust
North Carolina
$636K -$87.6K -1,194 -13%
M
1857
MOTCO
Texas
$634K -$75.6K -1,031 -11%
BCP
1858
Berkeley Capital Partners
Georgia
$633K +$133K +1,818 +28%
KHCM
1859
Kirtland Hills Capital Management
Ohio
$633K +$603K +8,212 New
TLFA
1860
True Link Financial Advisors
California
$627K +$3.67K +50 +0.6%
MWM
1861
Maridea Wealth Management
New York
$626K -$85.4K -1,164 -13%
AAA
1862
Andrews Advisory Associates
Hawaii
$624K – – –
GSAM
1863
Grant Street Asset Management
Pennsylvania
$624K -$25.8K -351 -4%
SSWM
1864
Smith Salley Wealth Management
North Carolina
$623K +$72.3K +986 +14%
MCM
1865
Mitchell Capital Management
Kansas
$622K -$15.3K -209 -3%
LWPC
1866
Legacy Wealth Partners (Colorado)
Colorado
$621K +$220 +3 +0%
JWM
1867
JGP Wealth Management
Oregon
$621K +$20.5K +280 +4%
SFP
1868
Strategic Financial Partners
Oregon
$620K – – –
WHCFA
1869
William Howard & Co Financial Advisors
Tennessee
$620K -$9.54K -130 -2%
MWM
1870
Melfa Wealth Management
Massachusetts
$618K -$18.6K -254 -3%
PIA
1871
Panoramic Investment Advisors
Colorado
$618K -$7.34K -100 -1%
AAM
1872
Augustine Asset Management
Florida
$618K – – –
AWM
1873
Ameliora Wealth Management
Switzerland
$615K – – –
OCA
1874
OpenArc Corporate Advisory
Georgia
$615K +$87K +1,186 +17%
MCA
1875
Martin Capital Advisors
Texas
$615K – – –