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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2251
N.E.W. Advisory Services
Wisconsin
$171K -$30.5K -520 -16%
WWMSC
2252
Wagner Wealth Management (South Carolina)
South Carolina
$171K
PSB
2253
Piscataqua Savings Bank
New Hampshire
$169K -$21.7K -370 -12%
EAM
2254
Eukles Asset Management
Ohio
$167K +$1.7K +29 +1%
PWM
2255
Provident Wealth Management
Tennessee
$166K
ECM
2256
Elgethun Capital Management
South Dakota
$164K +$2K +34 +1%
SIS
2257
Sound Income Strategies
Florida
$164K +$25.5K +434 +20%
TLA
2258
Tanglewood Legacy Advisors
Texas
$163K
SVCP
2259
Silicon Valley Capital Partners
California
$163K -$108K -1,843 -41%
MCA
2260
Midwest Capital Advisors
Michigan
$162K -$72.8K -1,240 -32%
EWM
2261
Evolution Wealth Management
Florida
$158K +$149K +2,540 New
DCM
2262
Disciplina Capital Management
Tennessee
$155K
SC
2263
Steph & Co
Wisconsin
$153K
PCTC
2264
Perkins Coie Trust Company
Washington
$152K
W
2265
WealthCollab
Washington
$150K
SA
2266
SRH Advisors
Kansas
$149K
HFS
2267
Hantz Financial Services
Michigan
$148K +$2.46K +42 +2%
BC
2268
Barrett & Company
Rhode Island
$148K
RAM
2269
Ramirez Asset Management
New York
$147K
CTWM
2270
Cherry Tree Wealth Management
Minnesota
$146K
RBC
2271
Roble Belko & Company
Pennsylvania
$144K +$23.4K +399 +21%
FGC
2272
Financial Gravity Companies
Texas
$143K +$135K +2,304 New
PFA
2273
Pillar Financial Advisors
Kentucky
$142K
T
2274
Transce3nd
Texas
$141K +$32.6K +555 +32%
KB
2275
Kimelman & Baird
New York
$140K