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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1901
Lee, Danner & Bass
Tennessee
$282K +$284K +4,827 New
FLA
1902
Financial Life Advisors
Texas
$282K – – –
CCA
1903
Criterion Capital Advisors
Tennessee
$280K -$34.1K -580 -11%
BCM
1904
BTC Capital Management
Iowa
$280K – – –
CRI
1905
Commonwealth Retirement Investments
Virginia
$278K – – –
AWM
1906
Abound Wealth Management
Tennessee
$276K +$5.76K +98 +2%
VC
1907
Veracity Capital
Georgia
$276K -$15.7K -268 -5%
TCWM
1908
Total Clarity Wealth Management
Illinois
$274K -$21.4K -365 -7%
CP
1909
Canopy Partners
Ohio
$274K -$294 -5 -0.1%
CCMI
1910
Creative Capital Management Investments
California
$272K -$15K -255 -5%
CA
1911
Carson Advisory
Georgia
$271K +$17.7K +302 +7%
SL
1912
Sentry LLC
Tennessee
$268K – – –
GP
1913
Geneva Partners
Wisconsin
$267K +$15.7K +267 +6%
GIP
1914
Granite Investment Partners
California
$267K – – –
FFWA
1915
Forthright Family Wealth Advisory
Texas
$266K -$587 -10 -0.2%
SWM
1916
Seed Wealth Management
Illinois
$266K – – –
EP
1917
Edgestream Partners
New Jersey
$266K +$267K +4,537 New
BMC
1918
Beaton Management Company
Massachusetts
$265K – – –
NJIM
1919
Nabity-Jensen Investment Management
Nebraska
$265K – – –
FM
1920
Family Management
New York
$264K – – –
CAM
1921
Covenant Asset Management
New Jersey
$264K +$51.4K +875 +24%
GSEP
1922
Golden State Equity Partners
California
$264K +$265K +4,514 New
HPIA
1923
Hamilton Point Investment Advisors
North Carolina
$263K – – –
NFW
1924
Noble Family Wealth
Florida
$262K – – –
JWM
1925
JGP Wealth Management
Oregon
$261K -$7.46K -127 -3%