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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZTNA
551
Zions Trust National Association
Utah
$112K
M
552
MOTCO
Texas
$106K
VFA
553
Virtus Fund Advisers
Connecticut
$96K +$5.34K +190 +6%
S
554
SignatureFD
Georgia
$91K +$88.2K +3,140 New
BBPWM
555
Blue Bell Private Wealth Management
Pennsylvania
$82K -$14K -500 -15%
AWM
556
Avior Wealth Management
Nebraska
$82K +$140 +5 +0.2%
SF
557
Synovus Financial
Georgia
$77K +$7.17K +255 +11%
AllianceBernstein
558
AllianceBernstein
Tennessee
$73K +$5.34K +190 +8%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$72K -$34.8K -1,240 -33%
DIA
560
Davidson Investment Advisors
Montana
$72K
W
561
Wealthfront
California
$72K +$70.1K +2,495 New
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K
JWA
563
JFS Wealth Advisors
Pennsylvania
$67K -$51K -1,815 -44%
AssetMark Inc
564
AssetMark Inc
California
$60K +$562 +20 +1%
PO
565
Private Ocean
California
$58K +$281 +10 +0.5%
RFA
566
Reilly Financial Advisors
California
$58K +$20.8K +740 +58%
GI
567
Gradient Investments
Minnesota
$55K
FAM
568
Formidable Asset Management
Ohio
$54K
CBT
569
Central Bank & Trust
Kentucky
$52K +$50K +1,780 New
WF
570
WealthTrust Fairport
Ohio
$49K -$28.8K -1,025 -38%
VNA
571
Valley National Advisers
Pennsylvania
$48K +$49.9K +1,775 New
CFSG
572
Community Financial Services Group
Vermont
$42K +$41.2K +1,465 New
SMG
573
Spectrum Management Group
Indiana
$41K
ECM
574
Exchange Capital Management
Michigan
$40K -$68.3K -2,430 -63%
DA
575
Dunvegan Associates
California
$40K