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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
2301
Keystone Financial Group (Georgia)
Georgia
$134K +$138K +2,158 New
RFA
2302
Reyes Financial Architecture
California
$134K +$138K +2,155 New
VWA
2303
Valued Wealth Advisors
Utah
$130K +$134K +2,089 New
SN
2304
Sittner & Nelson
Oregon
$130K – – –
SIC
2305
SJS Investment Consulting
Ohio
$129K +$51.3K +800 +63%
RMC
2306
Resources Management Corp
Connecticut
$128K – – –
HC
2307
Hara Capital
Washington
$128K – – –
MIM
2308
MTM Investment Management
South Carolina
$127K – – –
SMA
2309
Sage Mountain Advisors
Georgia
$126K – – –
MFA
2310
Morling Financial Advisors
California
$125K -$8.02K -125 -6%
RI
2311
Ridgewood Investments
New Jersey
$125K – – –
CMBA
2312
C.M. Bidwell & Associates
Hawaii
$123K – – –
HC
2313
Hoese & Co
Minnesota
$122K -$72.5K -1,130 -37%
EWP
2314
Elevation Wealth Partners
California
$118K – – –
EF
2315
Empowered Funds
Pennsylvania
$115K +$119K +1,851 New
YDMI
2316
Y.D. More Investments
Israel
$115K – – –
HIIFS
2317
Harel Insurance Investments & Financial Services
Israel
$110K – – –
DMIC
2318
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K – – –
QC
2319
Quent Capital
New York
$109K +$112K +1,748 New
OW
2320
Olistico Wealth
Oklahoma
$106K – – –
AWM
2321
AllSquare Wealth Management
New York
$106K – – –
CICI
2322
Capital Investment Counsel Inc
North Carolina
$106K +$58.7K +915 +117%
JFG
2323
JDM Financial Group
Texas
$106K – – –
TFA
2324
Toth Financial Advisory
Virginia
$103K – – –
AT
2325
Avalon Trust
New Mexico
$103K – – –