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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
2201
Fogel Capital Management
Florida
$203K
IPW
2202
Inlet Private Wealth
Florida
$202K +$215K +3,465 New
EFG
2203
Ehrlich Financial Group
California
$202K -$11.2K -180 -5%
SIA
2204
Schechter Investment Advisors
Michigan
$201K +$12.9K +208 +6%
ALWM
2205
Andrews Lucia Wealth Management
California
$201K
PSIWM
2206
Paradigm Strategies in Wealth Management
Minnesota
$201K +$497 +8 +0.2%
BF
2207
Brogan Financial
Tennessee
$201K +$621 +10 +0.3%
FFA
2208
Frazier Financial Advisors
Ohio
$201K +$18.9K +304 +10%
UWP
2209
Uniting Wealth Partners
Kansas
$200K
WPA
2210
Wealth Preservation Advisors
Tennessee
$195K +$208K +3,347 New
NEWAS
2211
N.E.W. Advisory Services
Wisconsin
$191K +$203K +3,275 New
WCAMG
2212
Woodard & Company Asset Management Group
North Carolina
$186K -$1.61K -26 -0.8%
GA
2213
GoalVest Advisory
New York
$184K
PSB
2214
Piscataqua Savings Bank
New Hampshire
$181K
CWM
2215
Compass Wealth Management
Connecticut
$180K
SO
2216
Sierra Ocean
California
$178K
Schroder Investment Management Group
2217
Schroder Investment Management Group
United Kingdom
$178K -$70.5K -1,136 -27%
SN
2218
Sittner & Nelson
Oregon
$176K +$58.4K +941 +45%
CCM
2219
Cloud Capital Management
Washington
$176K +$188K +3,023 New
MHR
2220
Matthew Hamilton Rosenberg
$176K +$621 +10 +0.3%
OL
2221
one8zero8 LLC
North Carolina
$174K
LC
2222
Lavaca Capital
Texas
$174K -$600K -9,659 -76%
AGWCA
2223
Annis Gardner Whiting Capital Advisors
Florida
$173K
CW
2224
Curio Wealth
Maryland
$169K -$168K -2,704 -100%
BFP
2225
Briaud Financial Planning
Texas
$162K +$173K +2,785 New