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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2201
Redhawk Wealth Advisors
Minnesota
$336K -$274K -3,728 -46%
LA
2202
Lifeworks Advisors
Michigan
$335K +$6.38K +87 +2%
VPA
2203
Vernal Point Advisors
California
$333K – – –
AI
2204
Auour Investments
Massachusetts
$332K -$16.1K -220 -5%
CA
2205
Calton & Associates
Florida
$331K -$742K -10,113 -70%
LWP
2206
LFG Wealth Partners
Kentucky
$330K +$314K +4,277 New
LHP
2207
Lexington Hill Partners
Texas
$328K +$807 +11 +0.3%
WA
2208
Wealthstar Advisors
Texas
$327K +$311K +4,242 New
PCM
2209
Princeton Capital Management
New Jersey
$327K – – –
CB
2210
Chris Bulman
California
$327K – – –
GA
2211
GSG Advisors
New Jersey
$327K +$587 +8 +0.2%
IIA
2212
Integral Investment Advisors
California
$326K – – –
AFA
2213
Alpha Financial Advisors
North Carolina
$325K – – –
WG
2214
Warner Group
Connecticut
$325K +$309K +4,216 New
KWM
2215
KFG Wealth Management
Indiana
$325K -$12.5K -170 -4%
PCM
2216
Prelude Capital Management
New York
$325K +$309K +4,210 New
WFA
2217
WestHill Financial Advisors
California
$324K -$880 -12 -0.3%
RLIM
2218
Red Lighthouse Investment Management
New York
$323K – – –
AAS
2219
Annex Advisory Services
Wisconsin
$322K +$68.6K +935 +29%
DW30
2220
Drucker Wealth 3.0
New Jersey
$322K +$307K +4,178 New
FWMP
2221
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$322K +$306K +4,175 New
IP
2222
Intellectus Partners
California
$321K – – –
CAM
2223
Clark Asset Management
New Hampshire
$320K +$305K +4,153 New
MAS
2224
MPWM Advisory Solutions
Georgia
$320K +$3.52K +48 +1%
MSCM
2225
McElhenny Sheffield Capital Management
Texas
$319K +$50.7K +691 +20%