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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2301
MTM Investment Management
South Carolina
$133K – – –
CW
2302
Curio Wealth
Maryland
$132K +$6.23K +97 +5%
MFA
2303
Morling Financial Advisors
California
$131K – – –
DWA
2304
Delos Wealth Advisors
Texas
$131K – – –
TCM
2305
TruNorth Capital Management
Michigan
$129K +$36.7K +571 +40%
HFS
2306
Hughes Financial Services
Virginia
$129K -$3.92K -61 -3%
CMBA
2307
C.M. Bidwell & Associates
Hawaii
$129K – – –
BIA
2308
Bell Investment Advisors
California
$127K +$54.8K +853 +78%
MWPCG
2309
Measured Wealth Private Client Group
New Hampshire
$121K +$119K +1,855 New
Y.D. More Investments
2310
Y.D. More Investments
Israel
$120K – – –
SBI Securities
2311
SBI Securities
Japan
$118K -$4.11K -64 -3%
EWP
2312
Elevation Wealth Partners
California
$116K -$7.78K -121 -6%
Dixon Mitchell Investment Counsel
2313
Dixon Mitchell Investment Counsel
British Columbia, Canada
$114K – – –
3IP
2314
3Chopt Investment Partners
Virginia
$114K -$5.78K -90 -5%
RFA
2315
Register Financial Advisors
Georgia
$113K -$21.2K -330 -16%
FGAM
2316
Financial Gravity Asset Management
Texas
$113K +$111K +1,726 New
AWM
2317
AllSquare Wealth Management
New York
$111K – – –
SVCP
2318
Silicon Valley Capital Partners
California
$111K -$60.3K -938 -36%
JFG
2319
JDM Financial Group
Texas
$111K – – –
HC
2320
Hoese & Co
Minnesota
$109K – – –
TFA
2321
Toth Financial Advisory
Virginia
$108K – – –
T
2322
Tidemark
California
$106K +$707 +11 +0.7%
DWM
2323
Darwin Wealth Management
Florida
$106K +$104K +1,625 New
Harel Insurance Investments & Financial Services
2324
Harel Insurance Investments & Financial Services
Israel
$105K -$9.96K -155 -9%
ECM
2325
Elgethun Capital Management
South Dakota
$105K -$67.3K -1,047 -40%