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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
2151
Heritage Family Offices
Arizona
$304K -$54.2K -828 -15%
ESBC
2152
E.S. Barr & Co
Kentucky
$304K -$96.6K -1,475 -24%
MPW
2153
MGO Private Wealth
California
$304K -$139K -2,124 -32%
KHCM
2154
Kirtland Hills Capital Management
Ohio
$303K +$25.2K +384 +9%
SL
2155
Sentry LLC
Tennessee
$302K
SCA
2156
Stonebridge Capital Advisors
Minnesota
$301K +$51.1K +780 +21%
FCM
2157
Fortis Capital Management
Washington
$301K -$9.63K -147 -3%
GIP
2158
Granite Investment Partners
California
$301K
WIM
2159
WealthPlan Investment Management
Nebraska
$300K +$35.9K +548 +14%
LA
2160
Lifeworks Advisors
Michigan
$300K -$4.65K -71 -2%
ACB
2161
Aristotle Capital Boston
Massachusetts
$300K +$282K +4,311 +1,874%
BMC
2162
Beaton Management Company
Massachusetts
$299K
AP
2163
Atwood & Palmer
Missouri
$299K
AI
2164
Auour Investments
Massachusetts
$299K
NJIM
2165
Nabity-Jensen Investment Management
Nebraska
$299K
MGW
2166
MB Generational Wealth
Washington
$298K -$91.6K -1,399 -24%
CWM
2167
Centric Wealth Management
Illinois
$298K -$721 -11 -0.3%
SAM
2168
Summit Asset Management
Tennessee
$298K -$422K -6,436 -59%
KWM
2169
KFG Wealth Management
Indiana
$298K -$34.6K -528 -10%
BL
2170
BCWM LLC
Kansas
$297K +$67.1K +1,025 +30%
MWA
2171
Medallion Wealth Advisors
Connecticut
$296K -$11.7K -179 -4%
PFM
2172
Potomac Fund Management
Florida
$296K -$16.4K -250 -5%
CRI
2173
Commonwealth Retirement Investments
Virginia
$294K
AWM
2174
Affinity Wealth Management
Delaware
$294K
PWM
2175
Praetorian Wealth Management
California
$293K -$16K -244 -5%