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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
2351
Aull & Monroe Investment Management
Alabama
$260K – – –
DA
2352
Detalus Advisors
Missouri
$260K -$2.94K -40 -1%
HWMO
2353
Heritage Wealth Management (Ohio)
Ohio
$260K +$247K +3,372 New
PHAM
2354
Palisades Hudson Asset Management
Florida
$260K – – –
FWM
2355
Focused Wealth Management
New York
$259K -$514 -7 -0.2%
TF
2356
Tenon Financial
New Jersey
$259K +$247K +3,360 New
IAMOG
2357
Investors Asset Management of Georgia
Georgia
$259K +$246K +3,356 New
Wealthfront Advisers
2358
Wealthfront Advisers
California
$259K -$32.2K -439 -12%
XWL
2359
XXI Wealth LLC
Illinois
$259K -$6.16K -84 -2%
HSG
2360
Helen Stephens Group
Texas
$258K -$4.7K -64 -2%
BW
2361
Bravera Wealth
North Dakota
$258K – – –
FVCM
2362
F&V Capital Management
Florida
$258K – – –
LFGO
2363
Legacy Financial Group (Oklahoma)
Oklahoma
$258K +$1.47K +20 +0.6%
TAM
2364
TCP Asset Management
Ohio
$258K +$1.39K +19 +0.6%
AGWCA
2365
Annis Gardner Whiting Capital Advisors
Florida
$258K -$2.94K -40 -1%
CF
2366
Collier Financial
Colorado
$258K -$27.6K -376 -10%
SP
2367
Stablepoint Partners
Massachusetts
$258K – – –
WA
2368
Wealth Architects
California
$258K – – –
SFP
2369
Strategic Financial Planning
Texas
$257K -$17.8K -242 -7%
WSWA
2370
Warren Street Wealth Advisors
California
$255K +$1.47K +20 +0.6%
FFA
2371
Frazier Financial Advisors
Ohio
$255K -$39.4K -537 -14%
LWP
2372
LeClair Wealth Partners
Ohio
$255K +$243K +3,309 New
LCM
2373
Lazari Capital Management
California
$255K – – –
TIM
2374
Thor Investment Management
Ohio
$254K – – –
SFG
2375
Synergy Financial Group
California
$253K -$135K -1,841 -36%