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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$796K +$202K +5,225 +34%
Lido Advisors
727
Lido Advisors
California
$792K -$5.41K -140 -0.7%
GC
728
Grace Capital
Massachusetts
$785K +$778K +20,150 New
PCTC
729
Perkins Coie Trust Company
Washington
$771K -$13.5K -350 -2%
B
730
Bridgeworth
Alabama
$768K +$15.8K +410 +2%
AMCA
731
Arthur M. Cohen & Associates
Illinois
$762K
OC
732
Oakworth Capital
Alabama
$762K +$14.7K +380 +2%
PSUF
733
People's United Financial
Connecticut
$758K +$24.1K +625 +3%
VAM
734
Visionary Asset Management
Texas
$757K +$39.2K +1,015 +6%
Axa
735
Axa
France
$751K
GJIC
736
Gamble Jones Investment Counsel
California
$743K -$51.6K -1,335 -7%
VWA
737
V Wealth Advisors
Kansas
$742K +$1.74K +45 +0.2%
NSIM
738
North Star Investment Management
Illinois
$730K
EIA
739
Eldridge Investment Advisors
New Hampshire
$729K -$13.5K -350 -2%
TCOT
740
Trust Company of Toledo
Ohio
$729K
TNBTD
741
Trustmark National Bank Trust Department
Mississippi
$725K
SC
742
SouthState Corp
Florida
$724K -$27.2K -705 -4%
RWA
743
Ropes Wealth Advisors
Massachusetts
$723K +$88.8K +2,300 +14%
WWM
744
Willingdon Wealth Management
North Carolina
$720K +$21.8K +565 +3%
BCM
745
Brookmont Capital Management
Texas
$718K +$39.6K +1,025 +6%
BRF
746
B. Riley Financial
California
$714K
MWM
747
Mission Wealth Management
California
$711K +$464K +12,020 +193%
OIA
748
Optimum Investment Advisors
Illinois
$707K +$579 +15 +0.1%
CIAS
749
Capital Investment Advisory Services
North Carolina
$707K +$224K +5,790 +47%
RMCM
750
Reynders McVeigh Capital Management
Massachusetts
$699K -$8.5K -220 -1%