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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2026
Foster Victor Wealth Advisors
South Carolina
$215K -$15.3K -270 -7%
BNP Paribas Financial Markets
2027
BNP Paribas Financial Markets
France
$214K +$200K +3,524 New
IFS
2028
Ifrah Financial Services
Arkansas
$214K +$199K +3,519 New
NAS
2029
NWF Advisory Services
California
$213K -$26.3K -465 -12%
AMIM
2030
Aull & Monroe Investment Management
Alabama
$213K +$198K +3,500 New
SIA
2031
Schechter Investment Advisors
Michigan
$212K -$380K -6,715 -66%
WWM
2032
Waterway Wealth Management
Texas
$211K -$149K -2,630 -43%
HWA
2033
Heartwood Wealth Advisors
Virginia
$210K -$16.4K -290 -8%
PCTC
2034
Perkins Coie Trust Company
Washington
$210K
AA
2035
ACT Advisors
North Carolina
$210K +$196K +3,457 New
CFA
2036
Capstone Financial Advisors
Illinois
$210K +$195K +3,453 New
TCM
2037
TD Capital Management
Tennessee
$210K +$1.7K +30 +0.9%
RA
2038
Rodgers & Associates
Pennsylvania
$210K +$195K +3,450 New
RWM
2039
Reston Wealth Management
Virginia
$209K +$195K +3,440 New
MFWP
2040
Mosaic Family Wealth Partners
Missouri
$209K -$18.4K -325 -9%
NPT
2041
Nixon Peabody Trust
Massachusetts
$208K -$181K -3,195 -48%
ML
2042
McAdam LLC
Pennsylvania
$208K -$11.2K -197 -5%
AAS
2043
Annex Advisory Services
Wisconsin
$207K -$39.6K -700 -17%
UAG
2044
United Advisor Group
Ohio
$207K +$193K +3,410 New
PHAM
2045
Palisades Hudson Asset Management
Florida
$207K +$193K +3,405 New
EP
2046
Eudaimonia Partners
Tennessee
$207K +$193K +3,401 New
TIM
2047
Thor Investment Management
Ohio
$207K +$192K +3,400 New
Two Sigma Investments
2048
Two Sigma Investments
New York
$207K +$192K +3,400 New
EWA
2049
Emergent Wealth Advisors
New York
$206K +$192K +3,399 New
SIMG
2050
Sonora Investment Management Group
Arizona
$206K -$14K -247 -7%