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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
2151
Asio Capital
Kentucky
$233K -$11.7K -200 -5%
HCM
2152
Hall Capital Management
Rhode Island
$233K – – –
CFP
2153
Curran Financial Partners
South Carolina
$232K +$220K +3,743 New
PFA
2154
Pathway Financial Advisors
Vermont
$232K -$5.63K -96 -3%
BDPWM
2155
Barnes Dennig Private Wealth Management
Ohio
$232K +$177K +3,015 +416%
SAM
2156
Strategy Asset Managers
California
$231K -$28K -477 -11%
TWM
2157
Topsail Wealth Management
North Carolina
$231K +$176 +3 +0.1%
LWM
2158
Liberty Wealth Management
California
$231K -$7.4K -126 -3%
CM
2159
Columbus Macro
Pennsylvania
$230K +$8.63K +147 +4%
SP
2160
Symmetry Partners
Connecticut
$230K -$2.52K -43 -1%
AAS
2161
Annex Advisory Services
Wisconsin
$230K +$7.57K +129 +4%
MAG
2162
M3 Advisory Group
Massachusetts
$230K – – –
BW
2163
Balance Wealth
Ohio
$228K – – –
BCM
2164
BTC Capital Management
Iowa
$228K -$203K -3,455 -48%
IFS
2165
Ifrah Financial Services
Arkansas
$228K -$14K -238 -6%
CPCM
2166
Cardinal Point Capital Management
Ontario, Canada
$226K +$214K +3,648 New
CAM
2167
Covenant Asset Management
New Jersey
$226K – – –
MFWP
2168
Mosaic Family Wealth Partners
Missouri
$225K -$58.6K -999 -22%
FFG
2169
Fiduciary Financial Group
California
$225K +$210K +3,580 New
BIM
2170
Baldwin Investment Management
Pennsylvania
$225K – – –
MGIA
2171
Matthew Goff Investment Advisor
Texas
$224K – – –
CB
2172
CNB Bank
Pennsylvania
$223K – – –
CPSAC
2173
Chas P. Smith & Associates (CPS)
Florida
$223K -$4.7K -80 -2%
PG
2174
Prostatis Group
Maryland
$223K +$4.52K +77 +2%
PWPS
2175
Pinnacle Wealth Planning Services
Ohio
$223K +$211K +3,588 New