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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
2126
DiNuzzo Private Wealth
Pennsylvania
$246K
MCM
2127
Mengis Capital Management
Oregon
$246K -$11.3K -192 -5%
SWRP
2128
Summit Wealth & Retirement Planning
California
$245K
CCG
2129
Coastwise Capital Group
California
$245K -$17K -289 -7%
SA
2130
Strategic Advisors
New York
$244K -$4.11K -70 -2%
DA
2131
Detalus Advisors
Missouri
$244K +$4.99K +85 +2%
RA
2132
Rodgers & Associates
Pennsylvania
$244K +$231K +3,927 New
IIA
2133
Integral Investment Advisors
California
$243K
BAG
2134
Bridgewealth Advisory Group
California
$243K +$22.3K +380 +11%
CWS
2135
Cypress Wealth Services
California
$242K +$2.41K +41 +1%
JSA
2136
Jim Saulnier & Associates
Colorado
$242K
MPW
2137
Magnolia Private Wealth
Pennsylvania
$242K
FWM
2138
Focused Wealth Management
New York
$242K +$587 +10 +0.3%
IWA
2139
Icon Wealth Advisors
Texas
$242K +$10.3K +176 +5%
RBWA
2140
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$229K +3,893 New
LCWP
2141
Legacy Capital Wealth Partners
Arkansas
$241K -$12.2K -207 -5%
LSL
2142
Legacy Solutions LLC
Pennsylvania
$240K +$235 +4 +0.1%
KHCM
2143
Kirtland Hills Capital Management
Ohio
$240K +$227K +3,869 New
VBWMG
2144
Von Berge Wealth Management Group
California
$237K +$646 +11 +0.3%
MSWMA
2145
Market Street Wealth Management Advisors
Indiana
$236K -$3.23K -55 -1%
HWA
2146
Heartwood Wealth Advisors
Virginia
$235K -$5.87K -100 -3%
GIM
2147
Gold Investment Management
Alberta, Canada
$234K
FDCP
2148
Foster Dykema Cabot & Partners
Massachusetts
$233K
SW
2149
SMART Wealth
Nebraska
$233K +$8.8K +150 +4%
AC
2150
Asio Capital
Kentucky
$233K -$11.7K -200 -5%