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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
501
Bison Wealth
Georgia
$261K +$253K +9,010 New
BCP
502
Blue Chip Partners
Michigan
$260K +$252K +8,965 New
EAM
503
Evanson Asset Management
California
$254K +$5.62K +200 +2%
GA
504
Geneva Advisors
Illinois
$250K +$243K +8,645 New
SAM
505
Solaris Asset Management
New York
$248K +$241K +8,580 New
GIA
506
Granite Investment Advisors
New Hampshire
$246K -$56.2K -2,000 -19%
BAM
507
Barrett Asset Management
New York
$246K +$14K +500 +6%
TH
508
TCTC Holdings
Texas
$245K -$32.3K -1,150 -12%
PCM
509
Parsons Capital Management
Rhode Island
$245K +$1.41K +50 +0.6%
MIC
510
Meridian Investment Counsel
California
$243K
AMIM
511
Aull & Monroe Investment Management
Alabama
$242K +$10.5K +375 +5%
CIBC World Market
512
CIBC World Market
Ontario, Canada
$241K +$234K +8,315 New
OIA
513
Optimum Investment Advisors
Illinois
$239K
PGIM
514
Pacific Global Investment Management
California
$239K
AW
515
ACG Wealth
Georgia
$233K
HB
516
Homrich & Berg
Georgia
$232K -$27.7K -985 -11%
MCM
517
MV Capital Management
Maryland
$232K +$225K +8,000 New
CD
518
Carl Domino
Florida
$229K -$3.51K -125 -2%
CHAM
519
Clear Harbor Asset Management
Connecticut
$229K
T. Rowe Price Associates
520
T. Rowe Price Associates
Maryland
$220K
GLRA
521
Gerald L. Ray & Associates
Texas
$218K
CAS
522
Cue Advisory Services
Arizona
$218K +$212K +7,535 New
PAG
523
Pinnacle Advisory Group
Maryland
$215K
NCM
524
Noesis Capital Mangement
Florida
$212K
IC
525
Intersect Capital
California
$210K +$203K +7,235 New