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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
2251
GoalVest Advisory
New York
$175K -$19.7K -336 -11%
NEWAS
2252
N.E.W. Advisory Services
Wisconsin
$171K -$30.5K -520 -16%
WWMSC
2253
Wagner Wealth Management (South Carolina)
South Carolina
$171K – – –
PSB
2254
Piscataqua Savings Bank
New Hampshire
$169K -$21.7K -370 -12%
EAM
2255
Eukles Asset Management
Ohio
$167K +$1.7K +29 +1%
PWM
2256
Provident Wealth Management
Tennessee
$166K – – –
ECM
2257
Elgethun Capital Management
South Dakota
$164K +$2K +34 +1%
SIS
2258
Sound Income Strategies
Florida
$164K +$25.5K +434 +20%
TLA
2259
Tanglewood Legacy Advisors
Texas
$163K – – –
SVCP
2260
Silicon Valley Capital Partners
California
$163K -$108K -1,843 -41%
MCA
2261
Midwest Capital Advisors
Michigan
$162K -$72.8K -1,240 -32%
EWM
2262
Evolution Wealth Management
Florida
$158K +$149K +2,540 New
DCM
2263
Disciplina Capital Management
Tennessee
$155K – – –
SC
2264
Steph & Co
Wisconsin
$153K – – –
PCTC
2265
Perkins Coie Trust Company
Washington
$152K – – –
W
2266
WealthCollab
Washington
$150K – – –
SA
2267
SRH Advisors
Kansas
$149K – – –
HFS
2268
Hantz Financial Services
Michigan
$148K +$2.46K +42 +2%
BC
2269
Barrett & Company
Rhode Island
$148K – – –
RAM
2270
Ramirez Asset Management
New York
$147K – – –
CTWM
2271
Cherry Tree Wealth Management
Minnesota
$146K – – –
RBC
2272
Roble Belko & Company
Pennsylvania
$144K +$23.4K +399 +21%
FGC
2273
Financial Gravity Companies
Texas
$143K +$135K +2,304 New
PFA
2274
Pillar Financial Advisors
Kentucky
$142K – – –
T
2275
Transce3nd
Texas
$141K +$32.6K +555 +32%