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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
501
Smithfield Trust
Pennsylvania
$105K
CDIA
502
Capital Directions Investment Advisors
Georgia
$104K
JIC
503
Joel Isaacson & Co
New York
$103K
BFEC
504
Benjamin F. Edwards & Company
Missouri
$101K
SFSIG
505
San Francisco Sentry Investment Group
California
$100K
BBPWM
506
Blue Bell Private Wealth Management
Pennsylvania
$96K +$54.9K +2,000 +148%
ECM
507
Exchange Capital Management
Michigan
$92K +$12.1K +440 +16%
NFG
508
Next Financial Group
Texas
$83K +$83.1K +3,025 New
AWM
509
Avior Wealth Management
Nebraska
$81K +$137 +5 +0.2%
WF
510
WealthTrust Fairport
Ohio
$78K -$18.5K -675 -20%
DIA
511
Davidson Investment Advisors
Montana
$72K
SF
512
Synovus Financial
Georgia
$68K -$3.43K -125 -5%
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
FANJ
514
Financial Architects (New Jersey)
New Jersey
$64K +$61K +2,220 New
AssetMark Inc
515
AssetMark Inc
California
$60K -$1.37K -50 -2%
FTUS
516
Flow Traders U.S.
New York
$59K -$686K -24,980 -92%
JWA
517
JFS Wealth Advisors
Pennsylvania
$59K +$56.2K +2,045 New
PO
518
Private Ocean
California
$57K +$137 +5 +0.3%
GI
519
Gradient Investments
Minnesota
$54K -$17.9K -650 -25%
FAM
520
Formidable Asset Management
Ohio
$53K
LNB
521
Ledyard National Bank
$45K
TAM
522
Tocqueville Asset Management
New York
$43K +$41.2K +1,500 New
DA
523
Dunvegan Associates
California
$40K
SMG
524
Spectrum Management Group
Indiana
$40K
RFA
525
Reilly Financial Advisors
California
$40K +$15.1K +550 +67%