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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSG
1951
Main Street Group
Virginia
$338K +$10.4K +167 +3%
RFG
1952
REAP Financial Group
Texas
$337K
LEA
1953
Legacy Edge Advisors
New York
$337K +$14K +225 +4%
HFRG
1954
Houlihan Financial Resource Group
Virginia
$336K
BSA
1955
Bull Street Advisors
Georgia
$335K
EP
1956
Edgestream Partners
New Jersey
$335K +$155K +2,490 +77%
AWM
1957
Aberdeen Wealth Management
Illinois
$334K
MMPW
1958
Mitchell McLeod Pugh & Williams
Alabama
$334K +$356K +5,725 New
BWP
1959
Bernardo Wealth Planning
Pennsylvania
$334K +$62 +1 +0%
SAM
1960
Secure Asset Management
Michigan
$333K +$105K +1,692 +42%
SCM
1961
Schnieders Capital Management
California
$333K -$8.07K -130 -2%
CWM
1962
Cherrydale Wealth Management
New Jersey
$332K -$4.53K -73 -1%
VPF
1963
Vantage Point Financial
Illinois
$330K -$30.6K -492 -8%
SP
1964
Successful Portfolios
Florida
$329K +$5.84K +94 +2%
BTW
1965
Boston Trust Walden
Massachusetts
$329K
CCP
1966
Clarity Capital Partners
California
$328K +$34.4K +554 +11%
FP
1967
Financial Perspectives
Minnesota
$328K +$5.71K +92 +2%
GCA
1968
Gradient Capital Advisors
California
$327K
MWM
1969
McNaughton Wealth Management
California
$327K
MFG
1970
Mission Financial Group
Nevada
$324K +$298K +4,791 New
FC
1971
Forte Capital
New York
$322K +$11.9K +191 +4%
HFO
1972
Heritage Family Offices
Arizona
$322K +$248 +4 +0.1%
SBLIC
1973
Security Benefit Life Insurance Company
Kansas
$321K -$404K -6,500 -54%
WG
1974
Welch Group
Alabama
$321K +$37.5K +604 +12%
SCA
1975
STALEY CAPITAL ADVISERS
Pennsylvania
$319K -$98.4K -1,585 -22%