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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2201
Westside Investment Management
California
$88.9K – – –
LWA
2202
Lowe Wealth Advisors
Maryland
$82.9K – – –
KWAG
2203
Kiely Wealth Advisory Group
North Carolina
$82.7K – – –
FCMT
2204
Founders Capital Management (Texas)
Texas
$79.6K +$121 +2 +0.2%
MWA
2205
Moser Wealth Advisors
Washington
$79.5K – – –
SIC
2206
SJS Investment Consulting
Ohio
$79.2K – – –
BCM
2207
Blume Capital Management
California
$77.8K +$11.1K +184 +17%
LOIP
2208
Live Oak Investment Partners
Texas
$77K – – –
PWM
2209
Provident Wealth Management
Tennessee
$76K +$18.7K +310 +34%
WCM
2210
Westend Capital Management
California
$74.8K +$72.4K +1,200 New
GCM
2211
Gables Capital Management
Florida
$74.5K – – –
WOC
2212
West Oak Capital
California
$71.7K – – –
FCM
2213
Fourpath Capital Management
Oklahoma
$70.4K +$68.1K +1,130 New
CMP
2214
Coston McIsaac & Partners
Maine
$65K +$5.49K +91 +9%
WBC
2215
West Branch Capital
Massachusetts
$64.9K +$1.69K +28 +3%
CA
2216
Claris Advisors
Missouri
$64.5K +$62.4K +1,035 New
CTC
2217
Cetera Trust Company
Minnesota
$62.3K – – –
FFA
2218
Fairfield Financial Advisors
Massachusetts
$61.5K +$60 +1 +0.1%
RBC
2219
Roble Belko & Company
Pennsylvania
$60K +$241 +4 +0.4%
DWS
2220
Dynamic Wealth Strategies
California
$59K – – –
ACA
2221
Atlas Capital Advisors
Wyoming
$58.3K – – –
RWPA
2222
Richard W. Paul & Associates
Michigan
$58.1K +$181 +3 +0.3%
FWM
2223
FSA Wealth Management
Massachusetts
$57.6K +$55.8K +925 New
APW
2224
Atlantic Private Wealth
North Carolina
$54.5K – – –
BHWM
2225
Beaird Harris Wealth Management
Texas
$50.2K -$2.11K -35 -4%