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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
2101
Symmetry Partners
Connecticut
$269K +$385 +6 +0.1%
CLP
2102
Charis Legacy Partners
Texas
$268K +$276K +4,305 New
FRA
2103
Frank Rimerman Advisors
California
$268K – – –
Douglass Winthrop Advisors
2104
Douglass Winthrop Advisors
New York
$268K -$81.1K -1,265 -23%
VP
2105
Verum Partners
North Carolina
$267K +$962 +15 +0.4%
TCWM
2106
Total Clarity Wealth Management
Illinois
$267K – – –
AFA
2107
Alpha Financial Advisors
North Carolina
$266K -$128 -2 -0%
FF
2108
Francis Financial
$265K -$2.12K -33 -0.8%
MAM
2109
McLean Asset Management
Virginia
$265K +$64 +1 +0%
SA
2110
Strategic Advisors
New York
$265K -$100K -1,565 -27%
Chilton Capital Management
2111
Chilton Capital Management
Texas
$264K +$8.34K +130 +3%
CB
2112
Chris Bulman
California
$263K +$2.18K +34 +0.8%
MAM
2113
Marquette Asset Management
Minnesota
$262K -$4.81K -75 -2%
WFA
2114
WestHill Financial Advisors
California
$261K +$321 +5 +0.1%
MWA
2115
Medallion Wealth Advisors
Connecticut
$261K +$271K +4,219 New
RLIM
2116
Red Lighthouse Investment Management
New York
$261K – – –
PMSA
2117
Patrick M. Sweeney & Associates
Illinois
$261K – – –
Schroder Investment Management Group
2118
Schroder Investment Management Group
United Kingdom
$261K – – –
BOSSRA
2119
B.O.S.S. Retirement Advisors
Utah
$261K +$268K +4,182 New
PF
2120
Penney Financial
Texas
$260K – – –
NPT
2121
Nixon Peabody Trust
Massachusetts
$260K +$19.2K +300 +8%
SP
2122
Sequent Planning
Nebraska
$259K +$26.9K +420 +11%
ODG
2123
O'Dell Group
Ohio
$259K +$266K +4,155 New
PWM
2124
Praetorian Wealth Management
California
$259K +$266K +4,155 New
BCM
2125
Basso Capital Management
Connecticut
$259K +$266K +4,150 New