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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
2076
Welch Group
Alabama
$427K -$26.6K -363 -6%
PHWA
2077
Petersen Hastings Wealth Advisors
Washington
$427K -$2.2K -30 -0.5%
VCAM
2078
Van Cleef Asset Management
Ohio
$426K – – –
MSS
2079
Mitchell Sinkler & Starr
Pennsylvania
$425K +$51.4K +700 +15%
SWGC
2080
Summit Wealth Group (Colorado)
Colorado
$424K -$310K -4,224 -43%
PW
2081
PUREfi Wealth
Massachusetts
$424K +$403K +5,496 New
RFW
2082
Redwood Family Wealth
Texas
$422K -$39K -532 -9%
MAA
2083
Matrix Asset Advisors
New York
$422K +$25.5K +347 +7%
VIPI
2084
Vista Investment Partners II
Indiana
$421K +$17.7K +241 +5%
WCCM
2085
Willow Creek Capital Management
Montana
$421K +$401K +5,462 New
CLP
2086
Charis Legacy Partners
Texas
$421K – – –
GCA
2087
Gradient Capital Advisors
California
$421K – – –
IWP
2088
IAG Wealth Partners
Wisconsin
$420K -$51.2K -698 -11%
FGG
2089
Financial Guidance Group
Florida
$418K – – –
DCM
2090
Dimension Capital Management
Florida
$416K – – –
EIA
2091
Emerald Investment Advisers
Pennsylvania
$415K – – –
DHC
2092
Drum Hill Capital
Connecticut
$414K – – –
VPF
2093
Vantage Point Financial
Illinois
$414K +$147 +2 +0%
CVA
2094
Central Valley Advisors
California
$414K +$293 +4 +0.1%
AT
2095
Avalon Trust
New Mexico
$413K -$14.7K -200 -4%
BFA
2096
Bluestem Financial Advisors
Illinois
$412K +$24K +327 +7%
PPW
2097
Presilium Private Wealth
Pennsylvania
$411K -$24.1K -328 -6%
BSA
2098
Bull Street Advisors
Georgia
$411K – – –
SW
2099
SkyOak Wealth
Michigan
$411K – – –
FWM
2100
Fingerlakes Wealth Management
New York
$410K +$587 +8 +0.2%