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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
2251
BBR Partners
New York
$202K – – –
MWA
2252
Monograph Wealth Advisors
California
$201K – – –
RA
2253
Rodgers & Associates
Pennsylvania
$201K – – –
ALWM
2254
Andrews Lucia Wealth Management
California
$201K +$207K +3,227 New
CMI
2255
Clare Market Investments
Texas
$201K – – –
TH
2256
Team Hewins
California
$201K -$3.27K -51 -2%
DC
2257
DeDora Capital
California
$200K – – –
WCAMG
2258
Woodard & Company Asset Management Group
North Carolina
$200K – – –
GA
2259
GoalVest Advisory
New York
$196K – – –
FFA
2260
Frazier Financial Advisors
Ohio
$195K +$47.7K +743 +31%
PSB
2261
Piscataqua Savings Bank
New Hampshire
$193K – – –
CWM
2262
Compass Wealth Management
Connecticut
$193K – – –
SO
2263
Sierra Ocean
California
$191K +$196K +3,057 New
Bank Julius Baer & Co
2264
Bank Julius Baer & Co
Switzerland
$189K +$151K +2,353 +587%
MHR
2265
Matthew Hamilton Rosenberg
$187K – – –
OL
2266
one8zero8 LLC
North Carolina
$186K +$191K +2,980 New
AGWCA
2267
Annis Gardner Whiting Capital Advisors
Florida
$185K – – –
PCTC
2268
Perkins Coie Trust Company
Washington
$184K -$33K -515 -15%
WWMSC
2269
Wagner Wealth Management (South Carolina)
South Carolina
$172K – – –
CW
2270
Curio Wealth
Maryland
$169K +$174K +2,707 New
MFG
2271
Menard Financial Group
Texas
$169K +$173K +2,705 New
VCM
2272
Versant Capital Management
Arizona
$168K – – –
FFC
2273
First Financial Corp
Indiana
$166K +$37.2K +580 +28%
EAM
2274
Eukles Asset Management
Ohio
$165K +$1.92K +30 +1%
SMAM
2275
Sugar Maple Asset Management
Wisconsin
$165K +$170K +2,655 New