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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
2051
Family Management
New York
$270K
FS
2052
Financial Symmetry
North Carolina
$268K +$83K +1,336 +41%
HFS
2053
Heritage Financial Services
Massachusetts
$268K -$85.6K -1,379 -23%
WFMPM
2054
Woodley Farra Manion Portfolio Management
Indiana
$267K +$60.6K +976 +27%
TCWM
2055
Total Clarity Wealth Management
Illinois
$267K
SL
2056
Sentry LLC
Tennessee
$267K +$75.5K +1,215 +36%
VWA
2057
Visionary Wealth Advisors
Illinois
$267K +$11.7K +188 +4%
WMA
2058
West Michigan Advisors
Michigan
$266K +$3.97K +64 +1%
AWA
2059
Acorn Wealth Advisors
Michigan
$266K +$248 +4 +0.1%
GIP
2060
Granite Investment Partners
California
$266K
IAP
2061
Indie Asset Partners
Indiana
$266K
IBOK
2062
Independence Bank of Kentucky
Kentucky
$265K
SWM
2063
Seed Wealth Management
Illinois
$265K
TW
2064
Transform Wealth
Colorado
$265K -$49.1K -790 -15%
DJSG
2065
D.J. St. Germain
Massachusetts
$265K -$41.4K -666 -13%
AP
2066
Atwood & Palmer
Missouri
$264K
GLA
2067
Great Lakes Advisors
Illinois
$264K -$3.17K -51 -1%
NJIM
2068
Nabity-Jensen Investment Management
Nebraska
$264K
BMC
2069
Beaton Management Company
Massachusetts
$264K
OWP
2070
Obermeyer Wealth Partners
Colorado
$264K +$281K +4,519 New
OWM
2071
OneAscent Wealth Management
Alabama
$261K -$14.9K -240 -5%
SVCP
2072
Silicon Valley Capital Partners
California
$261K -$36.1K -582 -12%
QP
2073
Quartz Partners
New York
$260K
AWM
2074
Affinity Wealth Management
Delaware
$260K
CFO
2075
Custos Family Office
Texas
$258K -$28.8K -464 -9%