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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
2276
Annis Gardner Whiting Capital Advisors
Florida
$164K -$29.2K -455 -15%
JGIA
2277
Jackson Grant Investment Advisers
Connecticut
$163K +$161K +2,500 New
SC
2278
Steph & Co
Wisconsin
$161K – – –
Hantz Financial Services
2279
Hantz Financial Services
Michigan
$160K +$4.76K +74 +3%
PCTC
2280
Perkins Coie Trust Company
Washington
$160K – – –
W
2281
WealthCollab
Washington
$158K – – –
SA
2282
SRH Advisors
Kansas
$157K – – –
SMA
2283
Sage Mountain Advisors
Georgia
$156K +$22.8K +355 +17%
BC
2284
Barrett & Company
Rhode Island
$156K – – –
RAM
2285
Ramirez Asset Management
New York
$155K – – –
CTWM
2286
Cherry Tree Wealth Management
Minnesota
$154K – – –
RBC
2287
Roble Belko & Company
Pennsylvania
$152K +$193 +3 +0.1%
PSB
2288
Piscataqua Savings Bank
New Hampshire
$150K -$28K -435 -16%
PFA
2289
Pillar Financial Advisors
Kentucky
$149K – – –
KB
2290
Kimelman & Baird
New York
$147K – – –
KFGG
2291
Keystone Financial Group (Georgia)
Georgia
$141K – – –
RFA
2292
Reyes Financial Architecture
California
$141K – – –
DF
2293
Dunhill Financial
United Kingdom
$140K +$38.6K +601 +39%
WWM
2294
Woodside Wealth Management
Massachusetts
$139K – – –
WB
2295
Webster Bank
Connecticut
$137K – – –
CPG
2296
Cornerstone Planning Group
New Jersey
$137K +$450 +7 +0.3%
CWM
2297
Copia Wealth Management
Oregon
$134K – – –
FFC
2298
First Financial Corp
Indiana
$134K -$1.86K -29 -1%
RMC
2299
Resources Management Corp
Connecticut
$134K – – –
HC
2300
Hara Capital
Washington
$134K – – –