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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Regal Investment Advisors
Michigan
$586K -$26.5K -965 -4%
WIL
377
Winifred I. Li
$580K
BII
378
Bainco International Investors
Massachusetts
$579K +$288K +10,500 +108%
ST
379
Stifel Trust
Missouri
$574K
FAAM
380
First Allied Asset Management
California
$559K +$295K +10,730 +122%
DMS
381
Discretionary Management Services
Kansas
$558K
DIA
382
Dana Investment Advisors
Wisconsin
$554K +$10.3K +375 +2%
CBU
383
CIBC Bank USA
Illinois
$553K +$49K +1,785 +10%
MCWS
384
McKinley Carter Wealth Services
West Virginia
$552K -$12.1K -440 -2%
Axa
385
Axa
France
$552K
Bank of Nova Scotia
386
Bank of Nova Scotia
Ontario, Canada
$551K -$1.09M -39,585 -67%
BWAM
387
Boyd Watterson Asset Management
Ohio
$541K
PWLP
388
Prio Wealth Limited Partnership
Massachusetts
$540K +$4.4K +160 +0.9%
FWIA
389
Fort Washington Investment Advisors
Ohio
$534K -$18.5K -675 -3%
MC
390
Miles Capital
Iowa
$531K -$1.92K -70 -0.4%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$530K +$58.5K +2,130 +13%
DT
392
Diversified Trust
Tennessee
$522K +$501K +18,245 New
BCM
393
Brookmont Capital Management
Texas
$518K -$6.46K -235 -1%
BIM
394
Bridgecreek Investment Management
Oklahoma
$513K
BJL
395
Brighton Jones LLC
Washington
$512K +$18K +655 +4%
VFA
396
Virtus Fund Advisers
Connecticut
$509K +$488K +17,770 New
OCG
397
Opus Capital Group
Ohio
$504K -$75.6K -2,750 -13%
CMO
398
Covenant Multifamily Offices
Texas
$494K +$464K +16,880 +4,328%
WJA
399
Williams Jones & Associates
New York
$473K -$674K -24,535 -60%
SCM
400
Steward Capital Management
Michigan
$473K -$48.1K -1,750 -10%