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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1851
Mason & Associates (California)
California
$408K -$10.9K -175 -2%
BL
1852
Balentine LLC
Georgia
$407K
OBWG
1853
Onyx Bridge Wealth Group
New York
$407K +$5.78K +93 +1%
BW
1854
BIP Wealth
Georgia
$407K -$51.5K -829 -11%
WP
1855
WealthPLAN Partners
Nebraska
$407K +$109K +1,760 +34%
PP
1856
Patten & Patten
Tennessee
$406K -$20.5K -330 -5%
HIP
1857
HUB Investment Partners
Texas
$404K +$74.4K +1,198 +21%
DFG
1858
Dynamic Financial Group
Iowa
$404K +$20.3K +327 +5%
PWP
1859
Perfromance Wealth Partners
Illinois
$401K -$28.9K -466 -6%
EDRH
1860
Edmond de Rothschild Holding
Switzerland
$400K -$229K -3,695 -35%
TT
1861
TI-Trust
Illinois
$400K -$4.22K -68 -1%
CPA
1862
Clear Point Advisors
New York
$399K -$52K -837 -11%
JSL
1863
JT Stratford LLC
Georgia
$398K -$5.78K -93 -1%
KWM
1864
Keebeck Wealth Management
Illinois
$398K
DWM
1865
Defined Wealth Management
Oregon
$398K -$1.86K -30 -0.4%
RA
1866
Rise Advisors
New York
$398K -$139K -2,241 -25%
PIM
1867
Penobscot Investment Management
Massachusetts
$398K +$87.9K +1,415 +26%
MPW
1868
MGO Private Wealth
California
$396K
VCM
1869
Vivaldi Capital Management
Illinois
$396K +$33.2K +534 +9%
MCM
1870
Mainstream Capital Management
California
$394K -$18K -290 -4%
OIS
1871
Okabena Investment Services
Minnesota
$394K
VAF
1872
Values Added Financial
District of Columbia
$393K -$41.3K -665 -9%
CFAM
1873
Center For Asset Management
Florida
$393K
MAM
1874
Mystic Asset Management
Rhode Island
$392K +$37.3K +600 +10%
KPP
1875
Kings Path Partners
Texas
$391K