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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.5M -$295K -7,450 -3%
WWM
302
Western Wealth Management
Colorado
$11.3M -$566K -14,290 -5%
B
303
Bailard
California
$11.3M -$760K -19,165 -7%
NC
304
NewSquare Capital
Pennsylvania
$11.3M +$113K +2,850 +1%
JIC
305
Johnson Investment Counsel
Ohio
$11.2M +$10.3K +260 +0.1%
LWA
306
LWS Wealth Advisors
New Jersey
$10.9M +$10.5M +265,785 New
SI
307
Stephens Inc
Arkansas
$10.8M +$331K +8,350 +3%
C
308
Certuity
Florida
$10.8M +$10.4M +263,350 New
FCA
309
FLC Capital Advisors
California
$10.8M +$153K +3,850 +1%
IWM
310
IHT Wealth Management
Illinois
$10.7M +$217K +5,465 +2%
Brown Advisory
311
Brown Advisory
Maryland
$10.7M +$1.98M +49,885 +24%
BRC
312
BHF RG Capital
Arizona
$10.7M +$10.3M +259,000 New
GC
313
Grimes & Company
Massachusetts
$10.6M -$793 -20 -0%
AMG
314
Asset Management Group
Connecticut
$10.6M +$52.5K +1,325 +0.5%
FPGK
315
Financial Partners Group (Kansas)
Kansas
$10.4M -$89.2K -2,250 -0.9%
SIAS
316
Shine Investment Advisory Services
Colorado
$10.4M +$7.73M +195,045 +345%
AAS
317
Annex Advisory Services
Wisconsin
$10.3M -$213K -5,385 -2%
MWM
318
Marietta Wealth Management
Georgia
$10.2M +$622K +15,695 +7%
PFA
319
Pettinga Financial Advisors
Indiana
$10.2M +$375K +9,470 +4%
BA
320
Bristlecone Advisors
Washington
$10.1M +$4.51M +113,890 +86%
MA
321
MUFG Americas
New York
$10.1M -$162K -4,090 -2%
GRP
322
Global Retirement Partners
California
$9.96M -$460K -11,595 -5%
FPFS
323
First Personal Financial Services
North Carolina
$9.87M -$770K -19,440 -8%
CWAF
324
Core Wealth Advisors (Florida)
Florida
$9.85M +$9.48M +239,255 New
ACP
325
Arcus Capital Partners
Georgia
$9.81M -$121K -3,045 -1%