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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
651
Bigelow Investment Advisors
Maine
$3.19M -$557K -10,345 -15%
SIG
652
Sky Investment Group
Connecticut
$3.19M +$3.27M +60,705 New
TPA
653
Trivium Point Advisory
Connecticut
$3.17M -$18.3K -340 -0.6%
Welch & Forbes
654
Welch & Forbes
Massachusetts
$3.15M +$81.8K +1,520 +3%
ASFA
655
All Season Financial Advisors
Colorado
$3.12M +$3.19M +59,210 New
GLA
656
Good Life Advisors
Pennsylvania
$3.11M +$481K +8,940 +18%
HL
657
HeadInvest LLC
Maine
$3.1M -$99K -1,840 -3%
ST
658
Spinnaker Trust
Maine
$3.09M +$118K +2,200 +4%
Apollon Wealth Management
659
Apollon Wealth Management
South Carolina
$3.08M -$172K -3,200 -5%
FIM
660
Fernwood Investment Management
Massachusetts
$3.08M -$15.1K -280 -0.5%
TPSF
661
Texas Permanent School Fund
Texas
$3.07M -$2.48M -46,125 -44%
Homrich & Berg
662
Homrich & Berg
Georgia
$3.07M +$279K +5,190 +10%
FCB
663
First Command Bank
Texas
$3.05M -$36.3K -675 -1%
FCFS
664
First Command Financial Services
Texas
$3.05M -$36.3K -675 -1%
GSWM
665
Golden State Wealth Management
California
$3.01M +$201K +3,735 +7%
CBN
666
Cadence Bank NA
Texas
$3M +$11.6K +215 +0.4%
Cambiar Investors
667
Cambiar Investors
Colorado
$2.98M +$3.05M +56,605 New
FMW
668
Farr Miller & Washington
District of Columbia
$2.96M +$26.4K +490 +0.9%
AllianceBernstein
669
AllianceBernstein
Tennessee
$2.94M -$17M -316,830 -85%
Valeo Financial Advisors
670
Valeo Financial Advisors
Indiana
$2.94M +$476K +8,845 +19%
VOYA Investment Management
671
VOYA Investment Management
Georgia
$2.93M +$1.25M +23,260 +72%
ATWA
672
Arbor Trust Wealth Advisors
Michigan
$2.92M -$8.61K -160 -0.3%
PG
673
Patten Group
Tennessee
$2.92M -$173K -3,220 -5%
HM Payson & Co
674
HM Payson & Co
Maine
$2.91M -$124K -2,300 -4%
Carnegie Investment Counsel
675
Carnegie Investment Counsel
Ohio
$2.89M +$404K +7,505 +16%