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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2326
Icon Wealth Advisors
Texas
$271K – – –
SFG
2327
SageGuard Financial Group
Tennessee
$271K +$258K +3,511 New
CP
2328
Canopy Partners
Ohio
$270K -$91.4K -1,245 -26%
AA
2329
Apriem Advisors
California
$270K -$10.6K -145 -4%
BWM
2330
Briggs Wealth Management
Connecticut
$270K – – –
BF
2331
Brogan Financial
Tennessee
$269K +$660 +9 +0.3%
WCP
2332
Wealthcare Capital Partners
Pennsylvania
$269K +$34.7K +473 +16%
BL
2333
BFSG LLC
California
$269K – – –
AWC
2334
Adamsbrown Wealth Consultants
Kansas
$269K +$256K +3,492 New
FFG
2335
Fortress Financial Group
Minnesota
$269K -$1.37M -18,689 -84%
FCM
2336
Fogel Capital Management
Florida
$268K – – –
SAM
2337
Strategy Asset Managers
California
$268K -$41.7K -568 -14%
MAS
2338
Meeder Advisory Services
Ohio
$268K -$5.21K -71 -2%
CWM
2339
Capital Wealth Management
Rhode Island
$266K -$81.3K -1,108 -24%
WF
2340
WealthPoint Financial
North Carolina
$265K +$6.16K +84 +3%
GWA
2341
Gutierrez Wealth Advisory
Arkansas
$265K +$4.48K +61 +2%
AA
2342
Auctus Advisors
North Carolina
$264K -$12.5K -170 -5%
RWP
2343
Reliant Wealth Planning
Kentucky
$264K – – –
LS
2344
Leelyn Smith
Illinois
$263K +$4.55K +62 +2%
TWM
2345
Tortuga Wealth Management
California
$261K – – –
FMTC
2346
Farmers & Merchants Trust Company
California
$261K -$167K -2,274 -40%
MHR
2347
Matthew Hamilton Rosenberg
$261K – – –
WFA
2348
Woodward Financial Advisors
North Carolina
$261K -$5.06K -69 -2%
FDCP
2349
Foster Dykema Cabot & Partners
Massachusetts
$261K – – –
PP
2350
Postrock Partners
Oregon
$261K +$248K +3,382 New