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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
2251
B.O.S.S. Retirement Advisors
Utah
– -$591K -10,670 Closed
WF
2252
Williams Financial
Vermont
– -$590K -10,640 Closed
RWRC
2253
R.W. Roge & Company
New York
– -$567K -10,245 Closed
X
2254
Xponance
Pennsylvania
– -$512K -9,240 Closed
AC
2255
AlphaCore Capital
California
– -$486K -8,770 Closed
BHWM
2256
Bay Harbor Wealth Management
Maryland
– -$481K -8,680 Closed
OCFG
2257
O'Connor Financial Group
Illinois
– -$455K -8,205 Closed
FC
2258
Financial Consulate
Maryland
– -$444K -8,005 Closed
PPW
2259
Parcion Private Wealth
Washington
– -$418K -7,535 Closed
CGL
2260
Clarius Group LLC
Washington
– -$412K -7,440 Closed
ARIS
2261
Advanced Research Investment Solutions
California
– -$400K -7,220 Closed
AGM
2262
Alpine Global Management
New York
– -$381K -6,880 Closed
NFA
2263
Northwest Financial Advisors
Virginia
– -$375K -6,760 Closed
GA
2264
GSG Advisors
New Jersey
– -$357K -6,620 Closed
AR
2265
Apeiron RIA
Texas
– -$338K -6,100 Closed
RIM
2266
Redwood Investment Management
Arizona
– -$320K -5,765 Closed
BF
2267
Brogan Financial
Tennessee
– -$316K -5,690 Closed
EP
2268
Edgestream Partners
New Jersey
– -$297K -5,355 Closed
MWA
2269
Monograph Wealth Advisors
California
– -$297K -5,350 Closed
JJBC
2270
James J. Burns & Company
New York
– -$278K -5,005 Closed
CG
2271
Cutler Group
California
– -$283K -5,000 Closed
GLA
2272
Great Lakes Advisors
Illinois
– -$267K -4,825 Closed
APWA
2273
Atlas Private Wealth Advisors
New Jersey
– -$267K -4,815 Closed
OFS
2274
OneAscent Financial Services
Alabama
– -$264K -4,765 Closed
HHGA
2275
Halbert Hargrove Global Advisors
California
– -$262K -4,725 Closed