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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2376
Spurstone Advisory Services
Connecticut
$20.1K +$21.4K +345 New
HIW
2377
Holos Integrated Wealth
Pennsylvania
$19.8K – – –
FNWA
2378
Financial Network Wealth Advisors
Utah
$18.7K +$3.42K +55 +21%
KSB
2379
Kennebec Savings Bank
Maine
$18.6K +$9.25K +149 +88%
FRA
2380
Front Row Advisors
California
$18.5K +$5.4K +87 +38%
CAM
2381
Clarity Asset Management
Iowa
$18.5K – – –
VWA
2382
VSM Wealth Advisory
Maryland
$16.9K – – –
Kestra Investment Management
2383
Kestra Investment Management
Texas
$16.8K -$73K -1,175 -80%
SRCM
2384
Signature Resources Capital Management
California
$16.6K +$2.55K +41 +17%
RCM
2385
Raleigh Capital Management
North Carolina
$15.7K -$20.8K -335 -55%
HC
2386
Hurley Capital
New York
$15.5K – – –
PWS
2387
Peterson Wealth Services
Utah
$15.2K -$438K -7,057 -96%
BWM
2388
Bullock Wealth Management
Indiana
$14.7K – – –
NC
2389
North Capital
Utah
$14.3K +$15.2K +245 New
KA
2390
Kozak & Associates
Colorado
$14.1K – – –
MAFA
2391
MJT & Associates Financial Advisory
Minnesota
$13.4K +$14.3K +230 New
CJH
2392
Christopher J. Hasenberg
Wisconsin
$13.1K +$8.69K +140 +169%
CSC
2393
Caldwell Sutter Capital
California
$12.8K – – –
PP
2394
PFS Partners
New Jersey
$12.3K – – –
CNBT
2395
Cornerstone National Bank & Trust
Illinois
$11.7K – – –
FMP
2396
Financial Management Professionals
Texas
$11.7K – – –
MCA
2397
Maryland Capital Advisors
Maryland
$11.1K +$3.48K +56 +41%
ZRP
2398
Zynergy Retirement Planning
New Jersey
$10.9K – – –
PPA
2399
Painted Porch Advisors
California
$10.8K – – –
GWM
2400
Grand Wealth Management
Michigan
$10.5K – – –