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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
2201
Laffer Tengler Investments
Tennessee
$14.9K – – –
KA
2202
Kozak & Associates
Colorado
$14.9K – – –
PCWA
2203
Pacific Capital Wealth Advisors
California
$14.6K – – –
SIM
2204
Studio Investment Management
Illinois
$12.9K +$13K +221 New
CSC
2205
Caldwell Sutter Capital
California
$12.9K – – –
NMG
2206
New Millennium Group
Utah
$12.5K +$12.5K +213 New
GG
2207
Gleason Group
Kentucky
$12.3K +$12.4K +211 New
PP
2208
PFS Partners
New Jersey
$12.2K +$59 +1 +0.5%
GWM
2209
Grand Wealth Management
Michigan
$10.5K – – –
ZRP
2210
Zynergy Retirement Planning
New Jersey
$10.2K +$10.3K +175 New
C
2211
Covestor
United Kingdom
$9K +$1.65K +28 +23%
EBA
2212
Eagle Bay Advisors
New York
$7.61K – – –
FMP
2213
Financial Management Professionals
Texas
$7K -$31.8K -542 -82%
PFA
2214
Pathway Financial Advisers
Indiana
$6.88K +$59 +1 +0.9%
GPFA
2215
Game Plan Financial Advisors
Ohio
$5.27K -$8.52K -145 -62%
HWP
2216
Highline Wealth Partners
California
$4.41K – – –
TVWM
2217
Tower View Wealth Management
Wisconsin
$4.28K – – –
CAM
2218
Clarity Asset Management
Iowa
$4.2K – – –
FFL
2219
Financial Freedom LLC
Ohio
$3.36K – – –
ACB
2220
Aristotle Capital Boston
Massachusetts
$3.32K -$1.12K -19 -25%
DWM
2221
Dogwood Wealth Management
Kansas
$1.17K +$1.18K +20 New
SGC
2222
Slocum, Gordon & Co
Rhode Island
$1.11K +$1.12K +19 New
AA
2223
AlphaMark Advisors
Kentucky
$1K +$940 +16 New
GC
2224
Gould Capital
Washington
$936 +$940 +16 New
BIM
2225
Breakwater Investment Management
Washington
$878 – – –