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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
2426
Jackson Grant Investment Advisers
Connecticut
$165K
RA
2427
Ransom Advisory
Rhode Island
$164K +$163K +2,485 New
AWA
2428
Acumen Wealth Advisors
Tennessee
$163K +$161K +2,463 New
PCTC
2429
Perkins Coie Trust Company
Washington
$162K
W
2430
WealthCollab
Washington
$160K
MFP
2431
Meramec Financial Planners
Missouri
$159K +$145K +2,218 New
SA
2432
SRH Advisors
Kansas
$159K
BC
2433
Barrett & Company
Rhode Island
$157K
RAM
2434
Ramirez Asset Management
New York
$157K
RBC
2435
Roble Belko & Company
Pennsylvania
$154K +$328 +5 +0.2%
CPG
2436
Cornerstone Planning Group
New Jersey
$154K +$6.55K +100 +5%
VR
2437
Vision Retirement
New Jersey
$153K +$152K +2,325 New
MCA
2438
Midwest Capital Advisors
Michigan
$153K -$19.4K -296 -11%
OC
2439
Optima Capital
Oregon
$152K +$151K +2,300 New
PFA
2440
Pillar Financial Advisors
Kentucky
$151K
KB
2441
Kimelman & Baird
New York
$149K
GCM
2442
Gunpowder Capital Management
Maryland
$148K +$147K +2,245 New
MI
2443
Motiv8 Investments
Florida
$147K +$145K +2,220 New
PSB
2444
Piscataqua Savings Bank
New Hampshire
$147K -$4.58K -70 -3%
FUBT
2445
First United Bank & Trust
Maryland
$146K -$32.8K -500 -18%
TLA
2446
Tanglewood Legacy Advisors
Texas
$143K -$30.8K -470 -18%
KFGG
2447
Keystone Financial Group (Georgia)
Georgia
$142K
RFA
2448
Reyes Financial Architecture
California
$142K
TPBG
2449
Turning Point Benefit Group
Maryland
$142K -$28.9K -441 -17%
WWM
2450
Woodside Wealth Management
Massachusetts
$140K