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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
601
Reilly Financial Advisors
California
$54K -$66.5K -2,180 -55%
VNA
602
Valley National Advisers
Pennsylvania
$53K
NSIM
603
North Star Investment Management
Illinois
$48K -$144K -4,725 -75%
FCCM
604
First City Capital Management
Georgia
$45.7K +$43.5K +1,425 +1,425%
CFSG
605
Community Financial Services Group
Vermont
$44K
DA
606
Dunvegan Associates
California
$42K
SMG
607
Spectrum Management Group
Indiana
$42K
WOC
608
West Oak Capital
California
$37.5K
LNB
609
Ledyard National Bank
$37K
SAM
610
Shamrock Asset Management
Texas
$35K +$17.7K +580 +99%
WEC
611
Winslow Evans & Crocker
Massachusetts
$34.3K
TFA
612
Transamerica Financial Advisors
Florida
$32K
BWFA
613
Baltimore-Washington Financial Advisors
Maryland
$29K
EDRE
614
Edmond de Rothschild (Europe)
Luxembourg
$29K +$29.4K +965 New
SF
615
Synovus Financial
Georgia
$22K -$47.1K -1,545 -67%
FAM
616
Formidable Asset Management
Ohio
$18K
RAM
617
Riggs Asset Management
Pennsylvania
$16K
RWM
618
Raffa Wealth Management
District of Columbia
$15K +$15.3K +500 New
ACS
619
Archford Capital Strategies
Illinois
$14K
HDIM
620
Hanson & Doremus Investment Management
Vermont
$14K
BL
621
Balentine LLC
Georgia
$13K +$13.4K +440 New
OAJ
622
Ogorek Anthony Joseph
New York
$12K -$25.9K -850 -67%
PAI
623
Pittenger & Anderson Inc
Nebraska
$11K
TCM
624
Tradewinds Capital Management
Washington
$11K
SEI Investments
625
SEI Investments
Pennsylvania
$10K -$54.6K -1,790 -83%