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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TM
2426
Torren Management
California
$175K +$174K +2,654 New
CWP
2427
Concord Wealth Partners
Virginia
$175K -$103K -1,577 -37%
MAM
2428
Marquette Asset Management
Minnesota
$167K -$27K -412 -14%
SC
2429
Steph & Co
Wisconsin
$166K +$3.87K +59 +2%
PWM
2430
Provident Wealth Management
Tennessee
$166K -$3.21K -49 -2%
AGWCA
2431
Annis Gardner Whiting Capital Advisors
Florida
$166K – – –
JGIA
2432
Jackson Grant Investment Advisers
Connecticut
$165K – – –
RA
2433
Ransom Advisory
Rhode Island
$164K +$163K +2,485 New
AWA
2434
Acumen Wealth Advisors
Tennessee
$163K +$161K +2,463 New
PCTC
2435
Perkins Coie Trust Company
Washington
$162K – – –
W
2436
WealthCollab
Washington
$160K – – –
MFP
2437
Meramec Financial Planners
Missouri
$159K +$145K +2,218 New
SA
2438
SRH Advisors
Kansas
$159K – – –
BC
2439
Barrett & Company
Rhode Island
$157K – – –
RAM
2440
Ramirez Asset Management
New York
$157K – – –
RBC
2441
Roble Belko & Company
Pennsylvania
$154K +$328 +5 +0.2%
CPG
2442
Cornerstone Planning Group
New Jersey
$154K +$6.55K +100 +5%
VR
2443
Vision Retirement
New Jersey
$153K +$152K +2,325 New
MCA
2444
Midwest Capital Advisors
Michigan
$153K -$19.4K -296 -11%
OC
2445
Optima Capital
Oregon
$152K +$151K +2,300 New
PFA
2446
Pillar Financial Advisors
Kentucky
$151K – – –
KB
2447
Kimelman & Baird
New York
$149K – – –
GCM
2448
Gunpowder Capital Management
Maryland
$148K +$147K +2,245 New
MI
2449
Motiv8 Investments
Florida
$147K +$145K +2,220 New
PSB
2450
Piscataqua Savings Bank
New Hampshire
$147K -$4.58K -70 -3%