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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1926
Aletheian Wealth Advisors
Washington
$236K -$1.27K -25 -0.6%
RLIM
1927
Red Lighthouse Investment Management
New York
$232K – – –
LJAC
1928
L.J. Altfest & Co
New York
$231K +$2.03K +40 +1%
PWM
1929
Praetorian Wealth Management
California
$230K +$211K +4,155 New
NCM
1930
Northwest Capital Management
Oregon
$230K +$3.8K +75 +2%
CWM
1931
Compass Wealth Management
Connecticut
$230K +$170K +3,360 +428%
MAM
1932
McLean Asset Management
Virginia
$229K -$43.4K -855 -17%
PIFP
1933
Partners in Financial Planning
Virginia
$229K +$1.27K +25 +0.6%
FFA
1934
Fi3 Financial Advisors
Indiana
$229K – – –
BBW
1935
Blue Barn Wealth
Utah
$228K -$507 -10 -0.2%
Annex Advisory Services
1936
Annex Advisory Services
Wisconsin
$228K +$208K +4,110 New
HIF
1937
Hill Island Financial
Michigan
$228K +$208K +4,105 New
DA
1938
Detalus Advisors
Missouri
$227K -$6.34K -125 -3%
WA
1939
Wealth Architects
California
$227K -$53.3K -1,050 -20%
PWM
1940
Paulson Wealth Management
Illinois
$225K -$99.7K -1,965 -33%
CIP
1941
Capital Insight Partners
Arizona
$225K -$10.1K -200 -5%
VWA
1942
Visionary Wealth Advisors
Illinois
$225K -$61.4K -1,210 -23%
CAM
1943
Clark Asset Management
New Hampshire
$224K -$115K -2,260 -36%
MGIA
1944
Matthew Goff Investment Advisor
Texas
$223K – – –
MAM
1945
Mainsail Asset Management
Alabama
$222K +$203K +4,000 New
FCM
1946
Fortis Capital Management
Washington
$220K -$54.5K -1,075 -21%
CI
1947
Ceera Investments
Texas
$220K +$202K +3,975 New
FWM
1948
Focused Wealth Management
New York
$220K -$160K -3,160 -44%
NAS
1949
NWF Advisory Services
California
$220K -$108K -2,135 -35%
DPW
1950
DiNuzzo Private Wealth
Pennsylvania
$220K +$201K +3,965 New