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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWMIAS
1976
One Wealth Management Investment & Advisory Services
Florida
$430K -$1.97K -30 -0.5%
SFG
1977
Sunburst Financial Group
Alabama
$430K -$9.83K -150 -2%
PAA
1978
Peregrine Asset Advisers
Oregon
$428K
SEM
1979
Strategic Equity Management
Arizona
$428K -$57.3K -875 -12%
MEG
1980
Millstone Evans Group
Colorado
$426K +$85.1K +1,299 +25%
FM
1981
Foster & Motley
Ohio
$425K +$9.04K +138 +2%
PWP
1982
Phillips Wealth Planners
Mississippi
$423K -$56.5K -863 -13%
BCP
1983
Berkeley Capital Partners
Georgia
$422K -$393 -6 -0.1%
SIM
1984
Synergy Investment Management
Florida
$422K +$33.3K +508 +9%
TWM
1985
Tradition Wealth Management
Minnesota
$422K +$655 +10 +0.2%
PWM
1986
Prosperity Wealth Management
California
$419K -$14.5K -222 -3%
MAM
1987
Mystic Asset Management
Rhode Island
$419K -$19.7K -300 -5%
FAG
1988
Fortitude Advisory Group
Washington
$419K +$416K +6,345 New
SI
1989
Severin Investments
Missouri
$419K -$51.7K -789 -11%
MHIC
1990
Marble Harbor Investment Counsel
Massachusetts
$418K
BTD
1991
BankPlus Trust Department
Mississippi
$416K +$312K +4,770 +311%
JPMIA
1992
J.P. Marvel Investment Advisors
Massachusetts
$415K
SWM
1993
Selective Wealth Management
Virginia
$413K +$2.03K +31 +0.5%
AA
1994
Ashford Advisors
New York
$413K -$110K -1,680 -21%
HFS
1995
Hantz Financial Services
Michigan
$412K +$248K +3,784 +154%
FLP
1996
Financial Life Planners
Arizona
$410K -$9.43K -144 -2%
FA
1997
Fermata Advisors
California
$410K -$77.3K -1,180 -16%
RFW
1998
Redwood Family Wealth
Texas
$408K +$405K +6,180 New
IWP
1999
IAG Wealth Partners
Wisconsin
$407K -$21.7K -331 -5%
PAM
2000
Prodigy Asset Management
Nebraska
$407K -$17K -259 -4%