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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
2176
Foster Dykema Cabot & Partners
Massachusetts
$234K -$98.8K -1,540 -29%
HCM
2177
Hall Capital Management
Rhode Island
$234K +$241K +3,750 New
SGWM
2178
Sterling Group Wealth Management
California
$234K – – –
FDS
2179
Freedom Day Solutions
Texas
$233K +$33.7K +526 +16%
DP
2180
Denver PWM
Colorado
$232K -$26.1K -407 -10%
GIM
2181
Gold Investment Management
Alberta, Canada
$232K – – –
MAP
2182
Moody Aldrich Partners
Massachusetts
$232K – – –
BAG
2183
Bridgewealth Advisory Group
California
$232K +$20.2K +315 +10%
CF
2184
Claris Financial
Virginia
$232K +$238K +3,717 New
TWM
2185
Topsail Wealth Management
North Carolina
$231K +$238K +3,712 New
LL
2186
LPWM LLC
Minnesota
$229K – – –
FLA
2187
Financial Life Advisors
Texas
$229K – – –
MAG
2188
M3 Advisory Group
Massachusetts
$229K +$192 +3 +0.1%
CWMS
2189
Cannon Wealth Management Services
North Carolina
$228K -$155K -2,409 -40%
Select Equity Group
2190
Select Equity Group
New York
$227K +$234K +3,641 New
CAM
2191
Covenant Asset Management
New Jersey
$227K – – –
FFWA
2192
Forthright Family Wealth Advisory
Texas
$227K – – –
EFG
2193
Ehrlich Financial Group
California
$227K -$70.5K -1,099 -23%
SCP
2194
Shorepoint Capital Partners
Massachusetts
$226K -$1.92K -30 -0.8%
MGIA
2195
Matthew Goff Investment Advisor
Texas
$226K – – –
BL
2196
BFSG LLC
California
$226K – – –
GC
2197
Garde Capital
Washington
$225K – – –
WFMPM
2198
Woodley Farra Manion Portfolio Management
Indiana
$225K +$231K +3,607 New
ACB
2199
Aristotle Capital Boston
Massachusetts
$224K +$217K +3,376 +1,535%
Heritage Wealth Advisors
2200
Heritage Wealth Advisors
Virginia
$224K -$96.2K -1,500 -29%