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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1901
Southland Equity Partners
Missouri
$489K -$24.8K -379 -5%
OPWM
1902
Oxinas Partners Wealth Management
Indiana
$488K -$13.8K -211 -3%
BIG
1903
Brookwood Investment Group
Arizona
$487K -$14.4K -220 -3%
LOPW
1904
Live Oak Private Wealth
North Carolina
$486K +$328 +5 +0.1%
WCM
1905
Wealthcare Capital Management
Virginia
$485K +$262 +4 +0.1%
MIAS
1906
Mason Investment Advisory Services
Virginia
$483K +$197 +3 +0%
CPA
1907
Clear Point Advisors
New York
$482K +$18.2K +278 +4%
PAM
1908
Peak Asset Management
Colorado
$480K
FFBTD
1909
First Financial Bank - Trust Division
Ohio
$477K +$242K +3,701 +105%
SSWM
1910
Smith Salley Wealth Management
North Carolina
$477K -$9.83K -150 -2%
GWSA
1911
Global Wealth Strategies & Associates
Colorado
$476K -$59.3K -905 -11%
T
1912
TrustBank
Illinois
$476K +$472K +7,210 New
CFGW
1913
Chancellor Financial Group WB
Pennsylvania
$475K +$131 +2 +0%
MCM
1914
McRae Capital Management
New Jersey
$475K -$132K -2,013 -22%
NG
1915
Norden Group
Utah
$475K -$142K -2,169 -23%
BA
1916
Bridgewater Advisors
New York
$474K
FP
1917
Financial Perspectives
Minnesota
$474K +$11.3K +172 +2%
CP
1918
Capital Planning
Washington
$473K
MPCL
1919
My Personal CFO LLC
Washington
$472K +$469K +7,155 New
PTP
1920
Platform Technology Partners
New York
$471K -$3.08K -47 -0.7%
SIA
1921
Serenity Investment Advisors
Illinois
$470K +$450K +6,863 New
GWM
1922
Greenhouse Wealth Management
Connecticut
$468K +$2.16K +33 +0.5%
HWA
1923
HighRoad Wealth Advisors
Oregon
$468K +$464K +7,091 New
CWM
1924
Collaborative Wealth Management
Florida
$468K +$24.8K +378 +6%
AWM
1925
Aries Wealth Management
Maine
$467K