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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
1926
Whitaker-Myers Wealth Managers
Ohio
$382K -$198K -3,083 -34%
SWM
1927
Selective Wealth Management
Virginia
$381K +$578 +9 +0.2%
LEA
1928
Legacy Edge Advisors
New York
$380K +$11.1K +172 +3%
BWMG
1929
Barnes Wealth Management Group
California
$380K -$9.7K -151 -3%
T
1930
Tableaux
Massachusetts
$378K +$372K +5,787 New
KWM
1931
Keebeck Wealth Management
Illinois
$377K -$1.61K -25 -0.4%
IAP
1932
Indie Asset Partners
Indiana
$376K +$27.6K +430 +8%
LA
1933
Latitude Advisors
Florida
$376K -$24K -373 -6%
SCM
1934
Schnieders Capital Management
California
$376K
EDRH
1935
Edmond de Rothschild Holding
Switzerland
$376K -$9.96K -155 -3%
AWAG
1936
ARS Wealth Advisors Group
Florida
$375K -$12.9K -200 -3%
ADL
1937
Asset Dedication LLC
California
$375K -$52.4K -815 -12%
BSA
1938
Bull Street Advisors
Georgia
$375K
BWP
1939
Bernardo Wealth Planning
Pennsylvania
$374K -$5.33K -83 -1%
FMI
1940
F/M Investments
District of Columbia
$374K -$83.5K -1,300 -19%
AWM
1941
Aberdeen Wealth Management
Illinois
$374K
RE
1942
Rydar Equities
Texas
$372K -$48.5K -755 -12%
TFM
1943
TFC Financial Management
Massachusetts
$368K +$38.4K +597 +12%
CWM
1944
Cherrydale Wealth Management
New Jersey
$367K +$1.16K +18 +0.3%
MAA
1945
Matrix Asset Advisors
New York
$367K +$6.81K +106 +2%
WWG
1946
West Wealth Group
California
$366K +$92.1K +1,433 +34%
GCA
1947
Gradient Capital Advisors
California
$366K
MWM
1948
McNaughton Wealth Management
California
$365K
NW
1949
Naviter Wealth
Arkansas
$365K
ML
1950
McAdam LLC
Pennsylvania
$363K -$56.4K -878 -14%