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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1951
BOS Asset Management
Illinois
$535K +$293 +4 +0.1%
MHWM
1952
Montz Harcus Wealth Management
Louisiana
$535K +$7.7K +105 +2%
PHS
1953
Pekin Hardy Strauss
Illinois
$534K – – –
FFG
1954
Fiduciary Financial Group
California
$534K -$46.4K -633 -8%
ACM
1955
Ardent Capital Management
Ohio
$534K – – –
RFA
1956
Resurgent Financial Advisors
Georgia
$532K +$157K +2,140 +45%
SWM
1957
Steinberganna Wealth Management
New York
$530K +$734 +10 +0.1%
RE
1958
Rydar Equities
Texas
$530K +$94.2K +1,284 +22%
KFC
1959
Klingenstein Fields & Co
New York
$530K – – –
PWP
1960
Private Wealth Partners
California
$529K -$7.48K -102 -1%
TT
1961
TI-Trust
Illinois
$529K – – –
SAM
1962
Sawgrass Asset Management
Florida
$527K – – –
HFS
1963
Haverford Financial Services
Pennsylvania
$527K – – –
WCM
1964
Wealthcare Capital Management
Virginia
$527K -$25.5K -347 -5%
HBWM
1965
Hollow Brook Wealth Management
New York
$526K – – –
MAC
1966
Mason & Associates (California)
California
$525K -$9.91K -135 -2%
AC
1967
Avestar Capital
New York
$524K +$499K +6,799 New
HWA
1968
HighRoad Wealth Advisors
Oregon
$521K -$9.61K -131 -2%
DWM
1969
Defined Wealth Management
Oregon
$521K +$2.86K +39 +0.6%
HGA
1970
Hobbs Group Advisors
South Carolina
$520K -$12.5K -170 -2%
DJSG
1971
D.J. St. Germain
Massachusetts
$520K +$42.9K +585 +10%
BI
1972
Breachway Investments
Rhode Island
$520K – – –
CFAM
1973
Center For Asset Management
Florida
$519K – – –
TWM
1974
Tradition Wealth Management
Minnesota
$516K +$587 +8 +0.1%
PAM
1975
Peak Asset Management
Colorado
$515K – – –