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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
601
Fairfield, Bush & Co
Connecticut
$623K +$598K +18,850 New
MLL
602
Moody Lynn & Lieberson
Massachusetts
$612K
BFPW
603
BOK Financial Private Wealth
Colorado
$611K -$63.3K -1,995 -10%
TCOT
604
Trust Company of Toledo
Ohio
$610K
WIC
605
Whitegate Investment Counselors
New Hampshire
$593K +$205K +6,460 +56%
PFA
606
Pure Financial Advisors
California
$590K -$6.18K -195 -1%
TNBTD
607
Trustmark National Bank Trust Department
Mississippi
$581K -$25.1K -790 -4%
B
608
Bellecapital
Switzerland
$581K +$557K +17,575 New
BFS
609
Bradley Foster & Sargent
Connecticut
$578K +$554K +17,470 New
ST
610
Spinnaker Trust
Maine
$573K +$14.3K +450 +3%
Legal & General Group
611
Legal & General Group
United Kingdom
$573K +$470K +14,825 +605%
WA
612
WBH Advisory
Maryland
$572K +$31.7K +1,000 +6%
DAS
613
Dynamic Advisor Solutions
Arizona
$571K +$115K +3,625 +27%
VWM
614
Venturi Wealth Management
Texas
$567K +$544K +17,155 New
TIM
615
Tortoise Investment Management
New York
$557K -$2.06K -65 -0.4%
BSW
616
Buckingham Strategic Wealth
Missouri
$557K +$99.6K +3,140 +23%
AC
617
Abbrea Capital
California
$555K +$532K +16,770 New
FHC
618
First Heartland Consultants
Missouri
$553K -$49.8K -1,570 -9%
SCA
619
STALEY CAPITAL ADVISERS
Pennsylvania
$552K
ZB
620
Zions Bancorporation
Utah
$549K -$1.74K -55 -0.3%
FIB
621
First Interstate Bank
Montana
$547K
HCIA
622
Hochman Cole Investment Advisors
Illinois
$539K
NSIM
623
North Star Investment Management
Illinois
$538K
FANJ
624
Financial Architects (New Jersey)
New Jersey
$538K +$67.1K +2,115 +15%
MIM
625
Marco Investment Management
Georgia
$537K +$29.2K +920 +6%