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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGC
1901
Slocum, Gordon & Co
Rhode Island
$8.95K +$8.94K +185 New
BBPWM
1902
Blue Bell Private Wealth Management
Pennsylvania
$8.47K
VCM
1903
Vigilant Capital Management
Maine
$8K -$32.1K -665 -79%
CLOS
1904
Compagnie Lombard Odier SCmA
Switzerland
$7K +$6.52K +135 New
SWM
1905
Sanctuary Wealth Management
Idaho
$6.77K +$6.76K +140 New
PP
1906
Pacifica Partners
Canada
$6.09K +$6.04K +125 New
HR
1907
Howe & Rusling
New York
$6.05K -$29.5K -610 -83%
PFA
1908
Pathway Financial Advisers
Indiana
$6K +$6.04K +125 New
ICM
1909
Islay Capital Management
Texas
$5.8K +$5.8K +120 New
QT
1910
Quantbot Technologies
New York
$4.84K -$1.2M -24,900 -100%
MPCL
1911
My Personal CFO LLC
Washington
$4.84K +$4.83K +100 New
LS
1912
Leelyn Smith
Illinois
$4.35K -$3.38K -70 -44%
BEI
1913
Benjamin Edwards Inc
Missouri
$4K
LWA
1914
Lowe Wealth Advisors
Maryland
$3.39K
TVWM
1915
Tower View Wealth Management
Wisconsin
$3K
DJSG
1916
D.J. St. Germain
Massachusetts
$2.9K +$2.9K +60 New
FFL
1917
Financial Freedom LLC
Ohio
$2.72K +$2.66K +55 New
SIS
1918
Sound Income Strategies
Florida
$2.18K
KA
1919
Kozak & Associates
Colorado
$2K +$2.17K +45 New
C
1920
Covestor
United Kingdom
$2K +$2.42K +50 New
SIC
1921
SJS Investment Consulting
Ohio
$1.69K -$58K -1,200 -97%
MWM
1922
MinichMacGregor Wealth Management
New York
$1.45K +$1.45K +30 New
GA
1923
GoalVest Advisory
New York
$1.21K
SJIA
1924
St. James Investment Advisors
New York
$1.21K
CCM
1925
Cribstone Capital Management
Maine
$968