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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1876
Balentine LLC
Georgia
$140K +$21.2K +405 +17%
4FG
1877
4Thought Financial Group
New York
$140K +$1.57K +30 +1%
KC
1878
Kenfarb & Co
Kentucky
$138K -$21K -400 -13%
CWP
1879
Concord Wealth Partners
Virginia
$137K – – –
WWMSC
1880
Wagner Wealth Management (South Carolina)
South Carolina
$137K – – –
DCM
1881
Disciplina Capital Management
Tennessee
$135K +$27.5K +525 +24%
HDIM
1882
Hanson & Doremus Investment Management
Vermont
$133K -$18.3K -350 -12%
MIM
1883
MTM Investment Management
South Carolina
$131K – – –
VWM
1884
Valley Wealth Managers
New Jersey
$130K – – –
ECM
1885
Elgethun Capital Management
South Dakota
$128K – – –
CAM
1886
Chesapeake Asset Management
New York
$128K +$32K +610 +31%
EAM
1887
Eukles Asset Management
Ohio
$122K +$3.41K +65 +3%
BC
1888
Barrett & Company
Rhode Island
$119K – – –
RAM
1889
Ramirez Asset Management
New York
$118K +$124K +2,375 New
CTWM
1890
Cherry Tree Wealth Management
Minnesota
$118K – – –
SC
1891
Steph & Co
Wisconsin
$115K -$9.7K -185 -7%
EWP
1892
Elevation Wealth Partners
California
$115K -$6.81K -130 -5%
PP
1893
Pacifica Partners
Canada
$114K +$116K +2,215 +1,772%
JPWM
1894
Jamison Private Wealth Management
Georgia
$114K +$119K +2,280 New
VCM
1895
Versant Capital Management
Arizona
$110K -$79.9K -1,525 -41%
GFPC
1896
Global Financial Private Client
Florida
$108K +$28.8K +550 +33%
BA
1897
Ballast Advisors
Minnesota
$107K – – –
WB
1898
Webster Bank
Connecticut
$105K – – –
SFCL
1899
Strengthening Families & Communities LLC
Massachusetts
$104K – – –
SN
1900
Sittner & Nelson
Oregon
$104K – – –