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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
701
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$115K +$116K +3,745 New
KF
702
Krilogy Financial
Missouri
$111K -$15.1K -490 -12%
PIM
703
Parasol Investment Management
Illinois
$108K
FNB
704
Farmers National Bank
Kentucky
$104K
MWM
705
MinichMacGregor Wealth Management
New York
$103K -$121K -3,930 -54%
EWM
706
Endurance Wealth Management
Rhode Island
$84K
IIC
707
Integrated Investment Consultants
Michigan
$84K
LAM
708
Lebenthal Asset Management
New York
$83K +$83.1K +2,690 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K
CCM
710
Cribstone Capital Management
Maine
$80K -$20.1K -650 -20%
WEC
711
Winslow Evans & Crocker
Massachusetts
$78.7K +$15.5K +500 +24%
ACS
712
Archford Capital Strategies
Illinois
$78K -$29.4K -950 -27%
DIA
713
Davidson Investment Advisors
Montana
$77K
Legal & General Group
714
Legal & General Group
United Kingdom
$76K -$13.9K -450 -16%
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$74K
RFS
716
Rockefeller Financial Services
New York
$69K
BBHC
717
Brown Brothers Harriman & Co
New York
$66K +$22.4K +725 +52%
CFA
718
CT Financial Advisors
Pennsylvania
$63.8K +$11.7K +380 +23%
RCM
719
Rain Capital Management
Oregon
$63.4K
BWP
720
Baldwin Wealth Partners
Massachusetts
$62K
BC
721
Barnett & Company
Tennessee
$60K -$773 -25 -1%
BWP
722
BSW Wealth Partners
Colorado
$59.9K -$8.87M -286,925 -86%
GI
723
Gradient Investments
Minnesota
$59K -$1.54K -50 -3%
BCI
724
Brinker Capital Investments
Pennsylvania
$58K +$4.95K +160 +9%
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
$54K