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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1901
Perfromance Wealth Partners
Illinois
$389K -$34.3K -585 -9%
LWM
1902
Latko Wealth Management
Illinois
$388K +$22.1K +376 +6%
FFWA
1903
Forthright Family Wealth Advisory
Texas
$386K +$151K +2,578 +71%
PIA
1904
Pollock Investment Advisors
Michigan
$383K
GWA
1905
Gratus Wealth Advisors
Virginia
$383K +$362K +6,169 New
RFG
1906
Range Financial Group
Oregon
$383K -$4.05K -69 -1%
FB
1907
First Bancorp
Maine
$382K
HIP
1908
HUB Investment Partners
Texas
$382K -$44.6K -760 -11%
HT
1909
Headlands Technologies
Illinois
$382K +$361K +6,155 New
FFM
1910
Forum Financial Management
Illinois
$381K +$78K +1,328 +28%
LA
1911
Latitude Advisors
Florida
$381K -$24K -409 -6%
GWSG
1912
GPS Wealth Strategies Group
Colorado
$380K +$16K +272 +5%
EF
1913
Envision Financial
Wisconsin
$380K +$59 +1 +0%
AL
1914
ADE LLC
Maryland
$379K +$587 +10 +0.2%
AA
1915
Auxano Advisors
Washington
$378K +$3.05K +52 +0.9%
ESBC
1916
E.S. Barr & Co
Kentucky
$377K
LJAC
1917
L.J. Altfest & Co
New York
$376K -$90.1K -1,535 -20%
SIMG
1918
Sonora Investment Management Group
Arizona
$376K -$22.8K -388 -6%
FCM
1919
Fortis Capital Management
Washington
$374K +$129K +2,190 +57%
LFA
1920
Legacy Financial Advisors
Kentucky
$374K -$100K -1,712 -22%
ICM
1921
IMS Capital Management
Oregon
$373K
FA
1922
Fountainhead AM
New Jersey
$373K -$9.45K -161 -3%
PSA
1923
Plum Street Advisors
Louisiana
$372K
SWM
1924
Selective Wealth Management
Virginia
$371K -$1.06K -18 -0.3%
BAM
1925
BOS Asset Management
Illinois
$371K