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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1951
Schnieders Capital Management
California
$357K +$3.46K +59 +1%
BSA
1952
Bull Street Advisors
Georgia
$356K – – –
AWM
1953
Aberdeen Wealth Management
Illinois
$355K – – –
LEA
1954
Legacy Edge Advisors
New York
$351K -$7.04K -120 -2%
SP
1955
Successful Portfolios
Florida
$351K +$646 +11 +0.2%
AIP
1956
Almanack Investment Partners
Pennsylvania
$350K +$331K +5,636 New
ACI
1957
Alpha Cubed Investments
California
$349K -$35K -596 -10%
CWM
1958
Cherrydale Wealth Management
New Jersey
$348K -$4.17K -71 -1%
GCA
1959
Gradient Capital Advisors
California
$348K – – –
MWM
1960
McNaughton Wealth Management
California
$347K – – –
NW
1961
Naviter Wealth
Arkansas
$347K +$25.8K +440 +9%
SCA
1962
STALEY CAPITAL ADVISERS
Pennsylvania
$345K +$5.58K +95 +2%
MAS
1963
Meeder Advisory Services
Ohio
$344K +$326K +5,553 New
VPF
1964
Vantage Point Financial
Illinois
$344K -$6.75K -115 -2%
ACM
1965
Advance Capital Management
Michigan
$342K +$38.7K +660 +14%
MAA
1966
Matrix Asset Advisors
New York
$342K +$324K +5,511 New
SBLIC
1967
Security Benefit Life Insurance Company
Kansas
$341K – – –
BTW
1968
Boston Trust Walden
Massachusetts
$340K -$8.51K -145 -3%
PFM
1969
Potomac Fund Management
Florida
$339K -$30.8K -525 -9%
CWM
1970
Capital Wealth Management
Rhode Island
$338K +$117 +2 +0%
LWM
1971
Level Wealth Management
North Carolina
$338K +$320K +5,448 New
RBFC
1972
Roman Butler Fullerton & Co
Missouri
$338K +$411 +7 +0.1%
AO
1973
Advisor OS
Illinois
$337K +$31.8K +541 +11%
SRWM
1974
Shira Ridge Wealth Management
California
$337K – – –
PIFP
1975
Partners in Financial Planning
Virginia
$337K +$411 +7 +0.1%