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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
601
Blue Bell Private Wealth Management
Pennsylvania
$55K -$13.1K -450 -18%
PAI
602
Pittenger & Anderson Inc
Nebraska
$53K
LNB
603
Ledyard National Bank
$53K +$20.2K +695 +57%
AIM
604
Advantage Investment Management
Iowa
$52K -$132K -4,530 -70%
GI
605
Gradient Investments
Minnesota
$52K
VNA
606
Valley National Advisers
Pennsylvania
$48K
NSIM
607
North Star Investment Management
Illinois
$44K
FCCM
608
First City Capital Management
Georgia
$41.7K
CFSG
609
Community Financial Services Group
Vermont
$40K
WEC
610
Winslow Evans & Crocker
Massachusetts
$38.1K +$7.27K +250 +22%
DA
611
Dunvegan Associates
California
$38K
SMG
612
Spectrum Management Group
Indiana
$38K
EDRS
613
Edmond de Rothschild (Suisse)
Switzerland
$35K +$36.8K +1,265 New
WOC
614
West Oak Capital
California
$34.2K
RPG
615
Risk Paradigm Group
Texas
$34K -$1.46M -50,205 -98%
RFA
616
Reilly Financial Advisors
California
$34K -$16K -550 -31%
CHP
617
Cable Hill Partners
Oregon
$33K +$34.6K +1,190 New
TCM
618
TD Capital Management
Tennessee
$30K -$33.9K -1,165 -52%
BWFA
619
Baltimore-Washington Financial Advisors
Maryland
$27K
SAM
620
Solaris Asset Management
New York
$26K -$163K -5,610 -86%
EDRE
621
Edmond de Rothschild (Europe)
Luxembourg
$26K
SCA
622
Strategic Capital Alternatives
United States
$26K +$27.9K +960 New
SF
623
Synovus Financial
Georgia
$20K
TFA
624
Transamerica Financial Advisors
Florida
$17K -$12.5K -430 -41%
FAM
625
Formidable Asset Management
Ohio
$16K