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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
701
DB Wealth Management Group
California
$2.24M +$2.05M +48,640 New
WF
702
Welch & Forbes
Massachusetts
$2.21M -$177K -4,200 -8%
BFA
703
Beacon Financial Advisory
Ohio
$2.19M +$72.9K +1,730 +4%
CNB
704
Camden National Bank
Maine
$2.19M +$18.3K +435 +0.9%
LNWWM
705
Laird Norton Wetherby Wealth Management
California
$2.18M +$879K +20,860 +78%
AIA
706
Arcadia Investment Advisors
Idaho
$2.17M -$22.1K -525 -1%
VFA
707
Valeo Financial Advisors
Indiana
$2.16M +$39.8K +945 +2%
NB
708
NBT Bank
New York
$2.13M -$88.5K -2,100 -4%
GVAG
709
Great Valley Advisor Group
Delaware
$2.12M -$241K -5,725 -11%
AFG
710
Albion Financial Group
Utah
$2.12M -$171K -4,065 -8%
PWM
711
Perigon Wealth Management
California
$2.09M -$42.8K -1,015 -2%
CIC
712
Carnegie Investment Counsel
Ohio
$2.08M -$125K -2,965 -6%
STA
713
Summit Trail Advisors
New York
$2.05M
EFL
714
ERn Financial LLC
Wisconsin
$2.05M -$86K -2,040 -4%
1IA
715
1834 Investment Advisors
Wisconsin
$2.05M +$632 +15 +0%
PRWA
716
Platte River Wealth Advisors
Colorado
$2.04M -$22.5K -535 -1%
BRM
717
Boston Research & Management
Massachusetts
$2.03M +$61.5K +1,460 +3%
HB
718
Homrich & Berg
Georgia
$2.03M -$231K -5,475 -11%
MCC
719
Money Concepts Capital
Florida
$2.02M +$1.85M +43,900 New
RT
720
Rockland Trust
Massachusetts
$2.01M +$296K +7,025 +19%
BCM
721
Brookstone Capital Management
Illinois
$2.01M +$381K +9,035 +26%
EWA
722
EP Wealth Advisors
California
$2M +$199K +4,715 +12%
CS
723
Credit Suisse
Switzerland
$1.99M -$736K -17,460 -29%
ACM
724
Azimuth Capital Management
Michigan
$1.99M -$6.32K -150 -0.3%
CCC
725
Crescent Capital Consulting
Louisiana
$1.99M +$1.82M +43,295 New