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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1926
Adero Partners
California
$265K
HDIM
1927
Hanson & Doremus Investment Management
Vermont
$265K +$96K +1,695 +63%
DWA
1928
Delap Wealth Advisory
Oregon
$265K +$33.9K +599 +16%
FC
1929
Forte Capital
New York
$265K
BAG
1930
Bridgewealth Advisory Group
California
$264K -$19.8K -350 -7%
VBFG
1931
Vishria Bird Financial Group
Tennessee
$264K
CWP
1932
Concord Wealth Partners
Virginia
$264K +$84.4K +1,491 +52%
SF
1933
Slagle Financial
Illinois
$264K -$273K -4,818 -53%
CA
1934
Carson Advisory
Georgia
$263K +$25.2K +445 +11%
WMA
1935
West Michigan Advisors
Michigan
$263K +$245K +4,323 New
SFM
1936
Signet Financial Management
New Jersey
$262K -$108K -1,902 -31%
FRA
1937
Frank Rimerman Advisors
California
$261K
BFA
1938
Beacon Financial Advisory
Ohio
$261K -$1.37M -24,118 -85%
GP
1939
Geneva Partners
Wisconsin
$260K +$510 +9 +0.2%
SWM
1940
Sterling Wealth Management
Illinois
$260K +$20.7K +365 +9%
AWA
1941
Aletheian Wealth Advisors
Washington
$259K
CRI
1942
Colonial River Investments
Virginia
$259K -$33.3K -589 -12%
SVWAG
1943
Sound View Wealth Advisors Group
Georgia
$258K -$259K -4,570 -52%
HBT
1944
Hills Bank & Trust
Iowa
$258K -$46.4K -820 -16%
4FG
1945
4Thought Financial Group
New York
$258K +$46.3K +818 +24%
AP
1946
Atwood & Palmer
Missouri
$258K -$137K -2,415 -36%
WGC
1947
Watts Gwilliam & Co
Arizona
$255K +$240K +4,235 New
HWP
1948
Heritage Wealth Partners
Ohio
$255K -$208K -3,680 -80%
PCS
1949
Private Client Services
Kentucky
$255K -$17.2K -304 -7%
MAM
1950
McLean Asset Management
Virginia
$255K +$170 +3 +0.1%