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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
Waverly Advisors
Alabama
$61K +$60.2K +2,465 New
HHGA
427
Halbert Hargrove Global Advisors
California
$60K
AssetMark Inc
428
AssetMark Inc
California
$56K +$55.5K +2,275 New
DIA
429
Davidson Investment Advisors
Montana
$55K
FANJ
430
Financial Architects (New Jersey)
New Jersey
$55K
BFEC
431
Benjamin F. Edwards & Company
Missouri
$54K -$37.2K -1,525 -41%
Bessemer Group
432
Bessemer Group
New Jersey
$53K +$20.6K +845 +66%
GI
433
Gradient Investments
Minnesota
$49K
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K -$17.7K -725 -29%
HR
435
Howe & Rusling
New York
$39K
KPCM
436
Kings Point Capital Management
New York
$34K +$12.2K +500 +57%
WOC
437
West Oak Capital
California
$31K
SF
438
Synovus Financial
Georgia
$28K +$9.15K +375 +50%
1IC
439
1919 Investment Counsel
Maryland
$21K -$36.2K -1,485 -64%
RFA
440
Reilly Financial Advisors
California
$21K
S
441
SignatureFD
Georgia
$20K +$10.5K +430 +112%
MBT
442
Monroe Bank & Trust
Michigan
$20K +$19.5K +800 New
JA
443
JOYN Advisors
Georgia
$19K +$18.3K +750 New
First Manhattan
444
First Manhattan
New York
$17K
FBT
445
Founders Bank & Trust
Michigan
$17K
LNB
446
Ledyard National Bank
$16K
PFS
447
Penseco Financial Services
Pennsylvania
$12K
AFIA
448
America First Investment Advisors
Nebraska
$10K
SFS
449
Signator Financial Services
Massachusetts
$9K +$2.44K +100 +40%
HI
450
Hudock Inc
Pennsylvania
$8K