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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1926
Affinity Wealth Management
Delaware
$260K – – –
SIG
1927
Stonegate Investment Group
Alabama
$260K +$66.1K +1,125 +34%
AIM
1928
Aspen Investment Management
Michigan
$259K +$25.1K +427 +11%
AOWM
1929
Alpha Omega Wealth Management
Virginia
$259K – – –
AC
1930
ASB Consultores
Florida
$259K – – –
JPWM
1931
Jamison Private Wealth Management
Georgia
$257K +$61.4K +1,045 +31%
HDIM
1932
Hanson & Doremus Investment Management
Vermont
$256K – – –
WMA
1933
West Michigan Advisors
Michigan
$256K +$2.82K +48 +1%
AP
1934
Adero Partners
California
$256K – – –
B
1935
Birchbrook
Maine
$255K +$29.3K +498 +13%
CWP
1936
Concord Wealth Partners
Virginia
$255K +$587 +10 +0.2%
HWP
1937
Heritage Wealth Partners
Ohio
$255K +$202K +3,433 +373%
WFA
1938
WestHill Financial Advisors
California
$254K -$1.88K -32 -0.7%
VBFG
1939
Vishria Bird Financial Group
Tennessee
$254K – – –
AC
1940
Apella Capital
Connecticut
$253K -$116K -1,972 -31%
FRA
1941
Front Row Advisors
California
$252K -$21.1K -360 -8%
FRA
1942
Frank Rimerman Advisors
California
$252K – – –
TA
1943
TrueWealth Advisors
Alabama
$251K +$27.3K +465 +12%
APWA
1944
Atlas Private Wealth Advisors
New Jersey
$251K +$252K +4,285 New
WC
1945
Westhampton Capital
North Carolina
$250K +$251K +4,280 New
SVWAG
1946
Sound View Wealth Advisors Group
Georgia
$250K +$1.18K +20 +0.5%
AWA
1947
Aletheian Wealth Advisors
Washington
$250K – – –
VP
1948
Verum Partners
North Carolina
$249K -$100K -1,704 -29%
SFM
1949
Signet Financial Management
New Jersey
$249K -$3.82K -65 -2%
AP
1950
Atwood & Palmer
Missouri
$248K – – –