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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAV
2026
Mason & Associates (Virginia)
Virginia
$286K -$11.9K -192 -4%
AO
2027
Advisor OS
Illinois
$286K +$2.3K +37 +0.8%
FMTC
2028
Farmers & Merchants Trust Company
California
$286K
OIA
2029
Optimum Investment Advisors
Illinois
$285K
VC
2030
Veracity Capital
Georgia
$284K
LDB
2031
Lee, Danner & Bass
Tennessee
$284K
ACM
2032
Advance Capital Management
Michigan
$283K +$807 +13 +0.3%
AWMM
2033
Aegis Wealth Management (Maryland)
Maryland
$283K +$301K +4,850 New
JWM
2034
JGP Wealth Management
Oregon
$282K +$6.83K +110 +2%
MM
2035
Main Management
California
$282K
LA
2036
LPF Advisors
Florida
$282K +$373 +6 +0.1%
FFM
2037
Forum Financial Management
Illinois
$281K -$49.3K -794 -14%
TA
2038
TrueWealth Advisors
Alabama
$281K +$44K +708 +17%
BF
2039
Brooklyn FI
New York
$280K +$9.94K +160 +3%
GWM
2040
Gibbs Wealth Management
Georgia
$279K -$24K -387 -7%
DFP
2041
Defined Financial Planning
California
$278K +$18.3K +294 +7%
DBIA
2042
Dumont & Blake Investment Advisors
New Jersey
$278K +$62 +1 +0%
CRI
2043
Commonwealth Retirement Investments
Virginia
$277K
GP
2044
Geneva Partners
Wisconsin
$276K +$9.13K +147 +3%
ZIG
2045
Zuckerman Investment Group
Illinois
$276K
PCS
2046
Private Client Services
Kentucky
$276K +$55.1K +888 +23%
MBFW
2047
Morton Brown Family Wealth
Pennsylvania
$274K -$95.1K -1,532 -25%
FNBTCON
2048
First National Bank & Trust Co of Newtown
Pennsylvania
$273K +$1.55K +25 +0.5%
MWA
2049
Medallion Wealth Advisors
Connecticut
$272K +$26.5K +427 +10%
TFM
2050
Trademark Financial Management
Minnesota
$272K -$34.8K -561 -11%