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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
451
Trust Company of Toledo
Ohio
$427K
MC
452
Middleton & Co
Massachusetts
$421K +$77.3K +2,750 +23%
DMS
453
Discretionary Management Services
Kansas
$420K -$140K -5,000 -26%
BC
454
Bartlett & Co
Ohio
$420K
BCM
455
Brookmont Capital Management
Texas
$411K -$108K -3,835 -21%
TIM
456
Tortoise Investment Management
New York
$411K +$75.6K +2,690 +23%
SC
457
Savant Capital
Illinois
$410K +$3.37K +120 +0.9%
FWSM
458
First Wilshire Securities Management
California
$405K +$112K +4,000 +40%
ABC
459
Associated Banc-Corp
Wisconsin
$405K +$119K +4,225 +43%
WB
460
WesBanco Bank
West Virginia
$404K +$125K +4,460 +47%
JMFC
461
J.M. Forbes & Co
Massachusetts
$393K +$374K +13,315 New
PWM
462
Perigon Wealth Management
California
$391K +$64.6K +2,300 +21%
CAL
463
Capital Advisors Ltd
Ohio
$387K +$113K +4,005 +43%
DC
464
Davenport & Co
Virginia
$386K -$14.8K -525 -4%
Parallax Volatility Advisers
465
Parallax Volatility Advisers
California
$386K +$352K +12,535 +1,587%
CT
466
Coastline Trust
Rhode Island
$384K
WP
467
WMS Partners
Maryland
$382K
WJA
468
Williams Jones & Associates
New York
$380K +$19.4K +690 +6%
HT
469
HighTower Trust
Texas
$375K +$364K +12,955 New
MPI
470
Mairs & Power Inc
Minnesota
$370K +$359K +12,775 New
JWM
471
Jacobus Wealth Management
Wisconsin
$365K
BSW
472
Buckingham Strategic Wealth
Missouri
$363K +$30.6K +1,090 +10%
HCC
473
Hirtle Callaghan & Co
Pennsylvania
$362K +$351K +12,500 New
CWM
474
Confluence Wealth Management
Oregon
$358K +$1.12K +40 +0.3%
HC
475
HHG & Company
Connecticut
$348K +$60.3K +2,145 +22%