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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1926
BOS Asset Management
Illinois
$371K – – –
BWMG
1927
Barnes Wealth Management Group
California
$370K -$127K -2,166 -27%
FP
1928
Financial Perspectives
Minnesota
$369K +$19.6K +334 +6%
NAS
1929
NWF Advisory Services
California
$369K -$11.3K -193 -3%
AWAG
1930
ARS Wealth Advisors Group
Florida
$369K -$3.87K -66 -1%
WAL
1931
W Advisors LLC
Tennessee
$368K – – –
FGG
1932
Financial Guidance Group
Florida
$367K -$14.7K -250 -4%
LA
1933
LexAurum Advisors
Kansas
$367K -$4.87K -83 -1%
EDRH
1934
Edmond de Rothschild Holding
Switzerland
$367K -$55.6K -948 -14%
FA
1935
Faithward Advisors
Pennsylvania
$366K -$1.17K -20 -0.3%
JC
1936
Jentner Corp
Ohio
$366K – – –
MSG
1937
Main Street Group
Virginia
$366K +$6.22K +106 +2%
OPCM
1938
Osborne Partners Capital Management
California
$365K – – –
PCM
1939
Princeton Capital Management
New Jersey
$365K – – –
MMPW
1940
Mitchell McLeod Pugh & Williams
Alabama
$365K +$9.69K +165 +3%
SIM
1941
Synergy Investment Management
Florida
$365K +$176 +3 +0.1%
VCAM
1942
Van Cleef Asset Management
Ohio
$363K – – –
FF
1943
Fox Financial
Pennsylvania
$362K – – –
BW
1944
BIP Wealth
Georgia
$362K -$66.7K -1,137 -16%
SAW
1945
Signal Advisors Wealth
Michigan
$361K +$23.4K +398 +7%
KWM
1946
Keebeck Wealth Management
Illinois
$360K -$59.9K -1,020 -15%
HFRG
1947
Houlihan Financial Resource Group
Virginia
$360K – – –
BWP
1948
Bernardo Wealth Planning
Pennsylvania
$360K +$4.99K +85 +1%
PFA
1949
Pinnacle Family Advisors
Missouri
$359K -$808K -13,767 -70%
RFG
1950
REAP Financial Group
Texas
$359K – – –