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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2351
Breakwater Investment Management
Washington
$55.5K – – –
TIM
2352
Total Investment Management
Arizona
$54.2K +$51.3K +874 New
KFP
2353
Keener Financial Planning
Texas
$51K +$5.58K +95 +13%
RF
2354
Roxbury Financial
New Jersey
$49.8K +$1.58K +27 +3%
APW
2355
Aventura Private Wealth
Florida
$49.1K – – –
IF
2356
Integrity Financial
Wyoming
$48.1K – – –
CIA
2357
Cape Investment Advisory
Georgia
$46.5K – – –
SWIM
2358
Smallwood Wealth Investment Management
New Jersey
$46.5K – – –
NFSG
2359
Newbridge Financial Services Group
Florida
$43.1K -$707K -12,049 -95%
OW
2360
Olistico Wealth
Oklahoma
$43.1K – – –
AIM
2361
Access Investment Management
Georgia
$41.9K +$39.6K +675 New
DAM
2362
Delta Asset Management
Tennessee
$41.2K – – –
FIM
2363
FWL Investment Management
Texas
$41.2K – – –
LI
2364
LRI Investments
Florida
$40.4K -$17.1K -292 -31%
VWM
2365
Vermillion Wealth Management
Minnesota
$40.3K +$29.1K +496 +324%
TWD
2366
True Wealth Design
Ohio
$38.8K – – –
PCA
2367
PMV Capital Advisers
Texas
$38.3K +$36.2K +617 New
MSFP
2368
Mark Sheptoff Financial Planning
Connecticut
$37.6K – – –
WAG
2369
Windsor Advisory Group
Ohio
$35.7K +$33.8K +575 New
TC
2370
Truvestments Capital
Florida
$35.5K -$18.7K -318 -36%
EA
2371
Evolution Advisers
Virginia
$35K – – –
ACA
2372
American Capital Advisory
Idaho
$34.9K – – –
EWA
2373
Elevate Wealth Advisory
Georgia
$33.5K – – –
RIA
2374
Realta Investment Advisors
Delaware
$32.7K -$19.3K -328 -38%
ACB
2375
Aristotle Capital Boston
Massachusetts
$31.4K -$117K -2,000 -80%