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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
2351
Total Investment Management
Arizona
$54.2K +$51.3K +874 New
KFP
2352
Keener Financial Planning
Texas
$51K +$5.58K +95 +13%
RF
2353
Roxbury Financial
New Jersey
$49.8K +$1.58K +27 +3%
APW
2354
Aventura Private Wealth
Florida
$49.1K
IF
2355
Integrity Financial
Wyoming
$48.1K
CIA
2356
Cape Investment Advisory
Georgia
$46.5K
SWIM
2357
Smallwood Wealth Investment Management
New Jersey
$46.5K
NFSG
2358
Newbridge Financial Services Group
Florida
$43.1K -$707K -12,049 -95%
OW
2359
Olistico Wealth
Oklahoma
$43.1K
AIM
2360
Access Investment Management
Georgia
$41.9K +$39.6K +675 New
DAM
2361
Delta Asset Management
Tennessee
$41.2K
FIM
2362
FWL Investment Management
Texas
$41.2K
LI
2363
LRI Investments
Florida
$40.4K -$17.1K -292 -31%
VWM
2364
Vermillion Wealth Management
Minnesota
$40.3K +$29.1K +496 +324%
TWD
2365
True Wealth Design
Ohio
$38.8K
PCA
2366
PMV Capital Advisers
Texas
$38.3K +$36.2K +617 New
MSFP
2367
Mark Sheptoff Financial Planning
Connecticut
$37.6K
WAG
2368
Windsor Advisory Group
Ohio
$35.7K +$33.8K +575 New
TC
2369
Truvestments Capital
Florida
$35.5K -$18.7K -318 -36%
EA
2370
Evolution Advisers
Virginia
$35K
ACA
2371
American Capital Advisory
Idaho
$34.9K
EWA
2372
Elevate Wealth Advisory
Georgia
$33.5K
RIA
2373
Realta Investment Advisors
Delaware
$32.7K -$19.3K -328 -38%
ACB
2374
Aristotle Capital Boston
Massachusetts
$31.4K -$117K -2,000 -80%
BAM
2375
Bellevue Asset Management
Washington
$31K