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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
676
Personal Capital Advisors
California
$540K +$33.3K +965 +7%
SFSIG
677
San Francisco Sentry Investment Group
California
$540K +$237K +6,875 +80%
SC
678
Savant Capital
Illinois
$538K -$5.35K -155 -1%
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$34.9K +1,010 +7%
CA
680
Commerzbank Aktiengesellschaft
Germany
$533K +$529K +15,310 New
MWM
681
Meridian Wealth Management
Kentucky
$531K -$414K -12,005 -46%
WT
682
Washington Trust
Rhode Island
$529K
BRF
683
B. Riley Financial
California
$528K +$72K +2,085 +16%
FIB
684
First Interstate Bank
Montana
$528K +$90.6K +2,625 +21%
HCIA
685
Hochman Cole Investment Advisors
Illinois
$526K -$19.9K -575 -4%
SLT
686
St Louis Trust
Missouri
$526K
GI
687
GS Investments
Minnesota
$521K +$517K +14,965 New
APP
688
Avantax Planning Partners
Iowa
$517K +$17.3K +500 +3%
TIM
689
Tortoise Investment Management
New York
$515K
TWMH
690
Tiedemann Wealth Management Holdings
New York
$506K -$1.73M -49,980 -77%
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K +$161K +4,665 +48%
ZB
692
Zions Bancorporation
Utah
$499K -$34.5K -1,000 -7%
CMP
693
Courage Miller Partners
Virginia
$498K -$3.45K -100 -0.7%
GMA
694
Goldstein Munger & Associates
California
$498K
LCM
695
LVM Capital Management
Michigan
$498K +$14.8K +430 +3%
KA
696
Kovack Advisors
Florida
$496K +$176K +5,105 +56%
PG
697
Proffitt & Goodson
Tennessee
$494K
MA
698
MCF Advisors
Kentucky
$489K +$134K +3,890 +38%
GCA
699
Greenwood Capital Associates
South Carolina
$488K
PSUF
700
People's United Financial
Connecticut
$487K -$8.46K -245 -2%