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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1851
Tradition Wealth Management
Minnesota
$432K -$19.7K -336 -5%
BIG
1852
Brookwood Investment Group
Arizona
$432K -$307K -5,235 -43%
PWP
1853
Phillips Wealth Planners
Mississippi
$432K +$6.22K +106 +2%
DFG
1854
Dynamic Financial Group
Iowa
$429K
WG
1855
Welch Group
Alabama
$428K +$81.3K +1,385 +25%
XT
1856
XTX Topco
Cayman Islands
$426K -$324K -5,515 -45%
TT
1857
TI-Trust
Illinois
$425K
DWM
1858
Defined Wealth Management
Oregon
$421K -$1.35K -23 -0.3%
MHWM
1859
Montz Harcus Wealth Management
Louisiana
$420K +$40K +682 +11%
MCCA
1860
Mill Creek Capital Advisors
Pennsylvania
$420K -$159K -2,706 -29%
RFA
1861
Rollins Financial Advisors
New York
$420K -$73.4K -1,250 -16%
CFAM
1862
Center For Asset Management
Florida
$419K
MCM
1863
Mainstream Capital Management
California
$418K -$881 -15 -0.2%
VAF
1864
Values Added Financial
District of Columbia
$418K
MPW
1865
MGO Private Wealth
California
$417K -$4.05K -69 -1%
CWM
1866
Collaborative Wealth Management
Florida
$416K +$38K +647 +11%
JC
1867
JB Capital
Connecticut
$415K +$41.1K +700 +12%
CPA
1868
Clear Point Advisors
New York
$413K -$10.5K -179 -3%
MAM
1869
Mystic Asset Management
Rhode Island
$412K -$4.4K -75 -1%
PAA
1870
Peregrine Asset Advisers
Oregon
$412K +$704 +12 +0.2%
RCM
1871
Radnor Capital Management
Pennsylvania
$410K +$5.87K +100 +2%
OBWG
1872
Onyx Bridge Wealth Group
New York
$408K -$23.4K -399 -6%
SA
1873
Sovran Advisors
California
$408K -$444K -7,556 -54%
BWM
1874
BCGM Wealth Management
Indiana
$408K +$1.17K +20 +0.3%
JLBC
1875
J.L. Bainbridge & Co
Florida
$408K