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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Coastline Trust
Rhode Island
$362K
JFGIW
427
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K
WP
428
WMS Partners
Maryland
$361K -$11.8K -420 -3%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$346K
JWM
430
Jacobus Wealth Management
Wisconsin
$344K
RCM
431
Rotella Capital Management
Washington
$342K -$423K -15,000 -55%
WJA
432
Williams Jones & Associates
New York
$340K -$116K -4,125 -25%
AA
433
Ancora Advisors
Ohio
$337K
CWM
434
Confluence Wealth Management
Oregon
$337K +$986 +35 +0.3%
TIA
435
Tiemann Investment Advisors
California
$332K -$4.09K -145 -1%
FSIM
436
F-Squared Investment Management
Massachusetts
$325K +$334K +11,870 New
MC
437
Middleton & Co
Massachusetts
$322K
GIA
438
Guyasuta Investment Advisors
Pennsylvania
$318K -$2.11K -75 -0.6%
TIM
439
Tortoise Investment Management
New York
$315K
Verition Fund Management
440
Verition Fund Management
Connecticut
$315K +$324K +11,500 New
BSW
441
Buckingham Strategic Wealth
Missouri
$313K
OPCM
442
Osborne Partners Capital Management
California
$312K +$321K +11,400 New
BFO
443
Boston Family Office
Massachusetts
$310K
BO
444
BRR OpCo
Ohio
$309K +$319K +11,305 New
PWM
445
Perigon Wealth Management
California
$306K -$23K -815 -7%
MFBTD
446
MB Financial Bank - Trust Department
Illinois
$295K -$39.3K -1,395 -11%
TCB
447
Texas Capital Bancshares
Texas
$292K
GIA
448
Granite Investment Advisors
New Hampshire
$287K -$7.04K -250 -2%
CHC
449
City Holding Co
West Virginia
$283K
ASN
450
Advisory Services Network
Georgia
$279K -$143K -5,065 -33%