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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPMIA
1901
J.P. Marvel Investment Advisors
Massachusetts
$390K – – –
PWP
1902
Perfromance Wealth Partners
Illinois
$389K -$34.3K -585 -9%
LWM
1903
Latko Wealth Management
Illinois
$388K +$22.1K +376 +6%
FFWA
1904
Forthright Family Wealth Advisory
Texas
$386K +$151K +2,578 +71%
PIA
1905
Pollock Investment Advisors
Michigan
$383K – – –
GWA
1906
Gratus Wealth Advisors
Virginia
$383K +$362K +6,169 New
RFG
1907
Range Financial Group
Oregon
$383K -$4.05K -69 -1%
FB
1908
First Bancorp
Maine
$382K – – –
HIP
1909
HUB Investment Partners
Texas
$382K -$44.6K -760 -11%
HT
1910
Headlands Technologies
Illinois
$382K +$361K +6,155 New
FFM
1911
Forum Financial Management
Illinois
$381K +$78K +1,328 +28%
LA
1912
Latitude Advisors
Florida
$381K -$24K -409 -6%
GWSG
1913
GPS Wealth Strategies Group
Colorado
$380K +$16K +272 +5%
EF
1914
Envision Financial
Wisconsin
$380K +$59 +1 +0%
AL
1915
ADE LLC
Maryland
$379K +$587 +10 +0.2%
AA
1916
Auxano Advisors
Washington
$378K +$3.05K +52 +0.9%
ESBC
1917
E.S. Barr & Co
Kentucky
$377K – – –
LJAC
1918
L.J. Altfest & Co
New York
$376K -$90.1K -1,535 -20%
SIMG
1919
Sonora Investment Management Group
Arizona
$376K -$22.8K -388 -6%
FCM
1920
Fortis Capital Management
Washington
$374K +$129K +2,190 +57%
LFA
1921
Legacy Financial Advisors
Kentucky
$374K -$100K -1,712 -22%
ICM
1922
IMS Capital Management
Oregon
$373K – – –
FA
1923
Fountainhead AM
New Jersey
$373K -$9.45K -161 -3%
PSA
1924
Plum Street Advisors
Louisiana
$372K – – –
SWM
1925
Selective Wealth Management
Virginia
$371K -$1.06K -18 -0.3%