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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
1876
Facet Wealth Inc
Maryland
$407K +$84.7K +1,443 +29%
ADL
1877
Asset Dedication LLC
California
$407K +$11.9K +203 +3%
OWMIAS
1878
One Wealth Management Investment & Advisory Services
Florida
$407K -$881 -15 -0.2%
DWM
1879
Dopkins Wealth Management
New York
$405K
KPP
1880
Kings Path Partners
Texas
$405K -$10.3K -176 -3%
GM
1881
GeoWealth Management
Illinois
$403K -$303K -5,165 -44%
AFAS
1882
Acorn Financial Advisory Services
Virginia
$402K +$31.1K +529 +9%
FLP
1883
Financial Life Planners
Arizona
$400K -$94.6K -1,612 -20%
PCS
1884
Private Client Services
Kentucky
$400K +$100K +1,711 +36%
NCFG
1885
New Century Financial Group
New Jersey
$400K +$132K +2,256 +54%
RE
1886
Rydar Equities
Texas
$399K +$378K +6,441 New
MTC
1887
McDaniel Terry & Co
Texas
$399K
ML
1888
McAdam LLC
Pennsylvania
$399K +$147K +2,498 +63%
MFP
1889
Meridian Financial Partners
Virginia
$399K -$5.87K -100 -2%
SFG
1890
Sunburst Financial Group
Alabama
$399K +$59 +1 +0%
PAM
1891
Prodigy Asset Management
Nebraska
$398K
BCP
1892
Berkeley Capital Partners
Georgia
$398K
TF
1893
Trek Financial
Arizona
$397K +$21.9K +373 +6%
FM
1894
Foster & Motley
Ohio
$397K
PWM
1895
Prosperity Wealth Management
California
$397K -$1.23M -20,931 -77%
MAWA
1896
Moss Adams Wealth Advisors
Washington
$395K -$3.4K -58 -0.9%
MHIC
1897
Marble Harbor Investment Counsel
Massachusetts
$393K
AWM
1898
Abound Wealth Management
Tennessee
$392K -$1.64K -28 -0.4%
AIC
1899
Archer Investment Corporation
Indiana
$391K -$587 -10 -0.2%
JPMIA
1900
J.P. Marvel Investment Advisors
Massachusetts
$390K