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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
751
Noesis Capital Mangement
Florida
$264K
Verition Fund Management
752
Verition Fund Management
Connecticut
$264K +$253K +7,990 New
IFAM
753
Institutional & Family Asset Management
Colorado
$262K +$251K +7,915 New
WF
754
Welch & Forbes
Massachusetts
$259K
GC
755
Gibson Capital
Pennsylvania
$258K
HB
756
Homrich & Berg
Georgia
$256K +$245K +7,740 New
ZF
757
Zhang Financial
Michigan
$255K -$105K -3,305 -30%
IC
758
Investment Counsel
Michigan
$255K
G
759
GenTrust
Florida
$255K +$245K +7,720 New
LDB
760
Lee, Danner & Bass
Tennessee
$251K
T. Rowe Price Associates
761
T. Rowe Price Associates
Maryland
$251K
AssetMark Inc
762
AssetMark Inc
California
$247K -$129K -4,065 -35%
IFB
763
iAB Financial Bank
Indiana
$244K -$20.6K -650 -8%
VHAM
764
Van Hulzen Asset Management
California
$240K +$230K +7,260 New
RW
765
REDW Wealth
New Mexico
$240K +$230K +7,265 New
AMCA
766
Arthur M. Cohen & Associates
Illinois
$239K +$229K +7,235 New
JPMIA
767
J.P. Marvel Investment Advisors
Massachusetts
$237K
KP
768
Keel Point
Alabama
$236K +$8.72K +275 +4%
MM
769
Meridian Management
Arkansas
$235K -$15.9K -500 -7%
PO
770
Private Ocean
California
$233K +$634 +20 +0.3%
WIC
771
Woodmont Investment Counsel
Tennessee
$233K +$15.2K +480 +7%
SCM
772
Southport Capital Management
Tennessee
$232K
BW
773
Bison Wealth
Georgia
$228K +$219K +6,900 New
HS
774
Huntington Steele
Pennsylvania
$227K -$9.83K -310 -4%
WPP
775
Whalerock Point Partners
Rhode Island
$227K -$634 -20 -0.3%