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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
2051
ARS Wealth Advisors Group
Florida
$437K
B
2052
Bellecapital
Switzerland
$436K
PIFP
2053
Partners in Financial Planning
Virginia
$436K +$2.27K +31 +0.6%
WAL
2054
W Advisors LLC
Tennessee
$435K
BF
2055
Brooklyn FI
New York
$434K +$24.4K +332 +6%
SWM
2056
SHP Wealth Management
Massachusetts
$433K +$32.4K +441 +9%
MSG
2057
Main Street Group
Virginia
$433K -$62.1K -847 -13%
JWBC
2058
John W. Brooker & Co
California
$432K +$53.2K +725 +15%
MWM
2059
McNaughton Wealth Management
California
$432K
IBOK
2060
Independence Bank of Kentucky
Kentucky
$430K -$39.8K -543 -9%
RFG
2061
Range Financial Group
Oregon
$429K -$23.7K -323 -5%
SFS
2062
Sharp Financial Services
Pennsylvania
$428K +$187K +2,553 +85%
AFG
2063
Altiora Financial Group
Ohio
$428K
SWM
2064
Selective Wealth Management
Virginia
$427K +$2.42K +33 +0.6%
WG
2065
Welch Group
Alabama
$427K -$26.6K -363 -6%
PHWA
2066
Petersen Hastings Wealth Advisors
Washington
$427K -$2.2K -30 -0.5%
VCAM
2067
Van Cleef Asset Management
Ohio
$426K
MSS
2068
Mitchell Sinkler & Starr
Pennsylvania
$425K +$51.4K +700 +15%
SWGC
2069
Summit Wealth Group (Colorado)
Colorado
$424K -$310K -4,224 -43%
PW
2070
PUREfi Wealth
Massachusetts
$424K +$403K +5,496 New
RFW
2071
Redwood Family Wealth
Texas
$422K -$39K -532 -9%
MAA
2072
Matrix Asset Advisors
New York
$422K +$25.5K +347 +7%
VIPI
2073
Vista Investment Partners II
Indiana
$421K +$17.7K +241 +5%
CLP
2074
Charis Legacy Partners
Texas
$421K
GCA
2075
Gradient Capital Advisors
California
$421K