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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JG
576
Jefferies Group
New York
$118K +$120K +3,950 New
FA
577
FMA Advisory
Pennsylvania
$112K +$114K +3,750 New
ST
578
Smithfield Trust
Pennsylvania
$111K
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$111K +$113K +3,690 New
CDIA
580
Capital Directions Investment Advisors
Georgia
$108K -$39.6K -1,300 -26%
CFA
581
CT Financial Advisors
Pennsylvania
$106K +$305 +10 +0.3%
PIA
582
Peachtree Investment Advisors
Georgia
$104K
WIC
583
Woodmont Investment Counsel
Tennessee
$87K +$88.9K +2,915 New
AF
584
Arrow Financial
New York
$83K -$915 -30 -1%
S
585
SignatureFD
Georgia
$81K +$48K +1,575 +142%
AWM
586
Avior Wealth Management
Nebraska
$79K +$152 +5 +0.2%
DIA
587
Davidson Investment Advisors
Montana
$75K
BBPWM
588
Blue Bell Private Wealth Management
Pennsylvania
$74K -$11.4K -375 -13%
RBC
589
Roble Belko & Company
Pennsylvania
$73K
HHGA
590
Halbert Hargrove Global Advisors
California
$73K +$74.3K +2,435 New
LWCFA
591
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
WP
592
WealthPLAN Partners
Nebraska
$70K -$3.33M -109,095 -98%
TCM
593
TD Capital Management
Tennessee
$68K -$61K -2,000 -47%
FA
594
Financial Advantage
Maryland
$67K +$67.7K +2,220 New
VC
595
Vestor Capital
Illinois
$66K +$66.8K +2,190 New
DBT
596
Dubuque Bank & Trust
Iowa
$63K +$63.7K +2,090 New
AssetMark Inc
597
AssetMark Inc
California
$60K -$762 -25 -1%
PO
598
Private Ocean
California
$60K +$152 +5 +0.2%
GI
599
Gradient Investments
Minnesota
$57K
W
600
Wealthfront
California
$56K +$18.6K +610 +48%