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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2101
Cherry Tree Wealth Management
Minnesota
$143K – – –
FFA
2102
Frazier Financial Advisors
Ohio
$143K +$226 +4 +0.2%
WB
2103
Webster Bank
Connecticut
$142K – – –
PA
2104
Pineridge Advisors
Missouri
$141K -$2.83K -50 -2%
SC
2105
Steph & Co
Wisconsin
$140K – – –
GIA
2106
Goodwin Investment Advisory
Georgia
$140K – – –
Balentine LLC
2107
Balentine LLC
Georgia
$135K +$59.2K +1,045 +89%
TC
2108
Trust Company
Kansas
$134K +$8.49K +150 +7%
MIM
2109
MTM Investment Management
South Carolina
$130K -$28.3K -500 -19%
AWM
2110
Aspire Wealth Management
Massachusetts
$128K -$206K -3,645 -63%
FFC
2111
First Financial Corp
Indiana
$128K +$19.2K +340 +19%
SN
2112
Sittner & Nelson
Oregon
$126K – – –
RMC
2113
Resources Management Corp
Connecticut
$125K – – –
Gradient Investments
2114
Gradient Investments
Minnesota
$124K -$181K -3,198 -61%
SMA
2115
Sage Mountain Advisors
Georgia
$123K -$15.3K -270 -12%
MFA
2116
Morling Financial Advisors
California
$122K -$4.19K -74 -4%
CMBA
2117
C.M. Bidwell & Associates
Hawaii
$120K – – –
Bank Julius Baer & Co
2118
Bank Julius Baer & Co
Switzerland
$120K – – –
FDCP
2119
Foster Dykema Cabot & Partners
Massachusetts
$117K +$109K +1,925 New
SWC
2120
Spectrum Wealth Counsel
Indiana
$116K – – –
CWM
2121
CarsonAllaria Wealth Management
Illinois
$115K +$108K +1,900 New
MRCM
2122
M&R Capital Management
New Jersey
$115K +$226 +4 +0.2%
EWP
2123
Elevation Wealth Partners
California
$114K -$24.2K -427 -18%
Y.D. More Investments
2124
Y.D. More Investments
Israel
$112K – – –
Larson Financial Group
2125
Larson Financial Group
Missouri
$111K +$14.1K +249 +16%