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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2051
ACT Advisors
North Carolina
$202K – – –
SIA
2052
Schechter Investment Advisors
Michigan
$202K -$2.35K -40 -1%
RWM
2053
Reston Wealth Management
Virginia
$202K +$587 +10 +0.3%
WPC
2054
White Pine Capital
Minnesota
$201K +$202K +3,435 New
BFA
2055
Beacon Financial Advisory
Ohio
$200K -$51.5K -876 -20%
GFPC
2056
Global Financial Private Client
Florida
$195K – – –
TCM
2057
TruNorth Capital Management
Michigan
$194K +$41.1K +700 +27%
WCAMG
2058
Woodard & Company Asset Management Group
North Carolina
$191K -$874K -14,870 -82%
VAMG
2059
Voisard Asset Management Group
Michigan
$190K – – –
MHR
2060
Matthew Hamilton Rosenberg
$186K – – –
HC
2061
Hoese & Co
Minnesota
$185K -$112K -1,910 -38%
GA
2062
GoalVest Advisory
New York
$184K – – –
SWM
2063
Sanctuary Wealth Management
Idaho
$183K +$14.3K +244 +8%
BWP
2064
Baldwin Wealth Partners
Massachusetts
$182K -$132K -2,240 -42%
CWM
2065
Compass Wealth Management
Connecticut
$181K – – –
Schroder Investment Management Group
2066
Schroder Investment Management Group
United Kingdom
$178K -$16.7K -284 -9%
GI
2067
Gradient Investments
Minnesota
$177K +$57.9K +985 +48%
CPG
2068
Cornerstone Planning Group
New Jersey
$174K -$2.76K -47 -2%
AGWCA
2069
Annis Gardner Whiting Capital Advisors
Florida
$174K -$13.8K -235 -7%
IHWM
2070
Iron Horse Wealth Management
Iowa
$173K +$16.5K +281 +11%
FUBT
2071
First United Bank & Trust
Maryland
$171K – – –
JWM
2072
Janiczek Wealth Management
Colorado
$164K +$1.12K +19 +0.7%
WWMSC
2073
Wagner Wealth Management (South Carolina)
South Carolina
$161K – – –
RFA
2074
Register Financial Advisors
Georgia
$159K -$2.35K -40 -1%
VCM
2075
Versant Capital Management
Arizona
$158K – – –