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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2151
Windsor Advisory Group
Ohio
$14.4K +$13.2K +260 New
LTI
2152
Laffer Tengler Investments
Tennessee
$14.2K +$12.9K +255 New
PWM
2153
Provident Wealth Management
Tennessee
$14.1K – – –
PCWA
2154
Pacific Capital Wealth Advisors
California
$13.9K +$12.7K +250 New
RWM
2155
Raffa Wealth Management
District of Columbia
$13.6K – – –
GPFA
2156
Game Plan Financial Advisors
Ohio
$13K +$11.9K +235 New
LPP
2157
Life Planning Partners
Florida
$12.7K +$11.7K +230 New
HR
2158
Howe & Rusling
New York
$12.5K – – –
CSC
2159
Caldwell Sutter Capital
California
$12.2K – – –
PP
2160
PFS Partners
New Jersey
$11.8K +$254 +5 +2%
C
2161
Covestor
United Kingdom
$10K +$7.86K +155 +775%
GWM
2162
Grand Wealth Management
Michigan
$9.98K – – –
BBPWM
2163
Blue Bell Private Wealth Management
Pennsylvania
$9.7K – – –
RDIA
2164
RE Dickinson Investment Advisors
Iowa
$9K – – –
ACB
2165
Aristotle Capital Boston
Massachusetts
$7.93K +$7.35K +145 New
PFA
2166
Pathway Financial Advisers
Indiana
$6.99K – – –
CIA
2167
Cape Investment Advisory
Georgia
$5.82K -$31.4K -620 -86%
BHWM
2168
Beaird Harris Wealth Management
Texas
$4.99K +$4.57K +90 New
FRA
2169
Front Row Advisors
California
$4.43K -$201K -3,970 -98%
HWP
2170
Highline Wealth Partners
California
$4.16K +$3.8K +75 New
TVWM
2171
Tower View Wealth Management
Wisconsin
$4K – – –
LWA
2172
Lowe Wealth Advisors
Maryland
$3.88K – – –
CFS
2173
CGC Financial Services
Oregon
$3.88K +$3.55K +70 New
FFL
2174
Financial Freedom LLC
Ohio
$3.16K – – –
CSWG
2175
Cardinal Strategic Wealth Guidance
Kentucky
$3.05K -$1.33M -26,215 -100%