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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Concert Wealth Management
California
$425K -$1.05M -30,545 -71%
EC
727
Estate Counselors
Wisconsin
$424K +$17.3K +500 +4%
Toronto Dominion Bank
728
Toronto Dominion Bank
Ontario, Canada
$423K -$46.6K -1,350 -10%
BA
729
BKS Advisors
Michigan
$423K
CBT
730
Capital Bank & Trust
California
$416K +$413K +11,955 New
PAS
731
Partnervest Advisory Services
California
$415K -$5.01K -145 -1%
MWAC
732
Mariner Wealth Advisors (Cincinnati)
Ohio
$414K +$83.4K +2,415 +25%
EWM
733
Endurance Wealth Management
Rhode Island
$413K +$254K +7,350 +162%
FC
734
Financial Consulate
Maryland
$412K +$38K +1,100 +10%
WP
735
WMS Partners
Maryland
$408K -$85.4K -2,475 -17%
JSL
736
JT Stratford LLC
Georgia
$407K +$12.1K +350 +3%
ACP
737
Aveo Capital Partners
Colorado
$406K +$29K +840 +8%
WTB
738
Washington Trust Bank
Washington
$405K +$32.6K +945 +9%
CL
739
CPWM LLC
Washington
$402K
HFS
740
Haverford Financial Services
Pennsylvania
$400K
M
741
MOTCO
Texas
$399K +$20.4K +590 +5%
FDCC
742
Foster Dykema Cabot & Co
Massachusetts
$396K
MCM
743
MV Capital Management
Maryland
$395K
CI
744
Cavalier Investments
Georgia
$394K
RMC
745
Regis Management Company
California
$394K +$1.21K +35 +0.3%
CPA
746
Clear Perspective Advisors
Illinois
$392K +$34.5K +1,000 +10%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$32.8K +950 +9%
PFS
748
Prospera Financial Services
Texas
$386K +$75.4K +2,185 +24%
FFW
749
Fusion Family Wealth
New York
$380K +$518 +15 +0.1%
GKWIM
750
Gerber Kawasaki Wealth & Investment Management
California
$379K -$9.49K -275 -2%