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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fiduciary Financial Group
2201
Fiduciary Financial Group
California
$223K -$10.4K -162 -5%
Leelyn Smith
2202
Leelyn Smith
Illinois
$222K – – –
TIM
2203
Thor Investment Management
Ohio
$222K – – –
SYM Financial Corp
2204
SYM Financial Corp
Indiana
$221K -$9.38K -146 -4%
SW
2205
SMART Wealth
Nebraska
$220K -$24.4K -379 -10%
AMIM
2206
Aull & Monroe Investment Management
Alabama
$220K – – –
PHAM
2207
Palisades Hudson Asset Management
Florida
$220K +$129 +2 +0.1%
MHR
2208
Matthew Hamilton Rosenberg
$220K -$89.4K -1,391 -29%
RWM
2209
Reston Wealth Management
Virginia
$219K +$707 +11 +0.3%
FVCM
2210
F&V Capital Management
Florida
$219K – – –
GWA
2211
Gutierrez Wealth Advisory
Arkansas
$219K +$707 +11 +0.3%
LFGO
2212
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$643 +10 +0.3%
CWA
2213
CM Wealth Advisors
Ohio
$219K +$215K +3,350 New
Focused Wealth Management
2214
Focused Wealth Management
New York
$219K -$35.3K -550 -14%
WPA
2215
Wealth Preservation Advisors
Tennessee
$218K – – –
CIP
2216
Capital Insight Partners
Arizona
$218K – – –
Wealth Architects
2217
Wealth Architects
California
$218K – – –
SFP
2218
Strategic Financial Planning
Texas
$218K -$64 -1 -0%
WPC
2219
White Pine Capital
Minnesota
$218K – – –
TCP Asset Management
2220
TCP Asset Management
Ohio
$217K -$2.06K -32 -1%
ISFAN
2221
Investor's Fiduciary Advisor Network
Washington
$216K -$2.57K -40 -1%
LWP
2222
LeClair Wealth Partners
Ohio
$216K -$771 -12 -0.4%
Strategic Wealth Investment Group
2223
Strategic Wealth Investment Group
Kentucky
$216K +$213K +3,309 New
Heritage Financial Services
2224
Heritage Financial Services
Massachusetts
$215K +$212K +3,301 New
RYIA
2225
Roehl & Yi Investment Advisors
Oregon
$215K – – –