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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
801
Thompson Siegel & Walmsley
Virginia
$140K
CAW
802
Cornerstone Advisors (Washington)
Washington
$138K +$130K +4,090 +5,113%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$133K -$27K -850 -17%
VCM
804
Vigilant Capital Management
Maine
$132K
WA
805
Winfield Associates
Ohio
$132K
DSN
806
D. Scott Neal
Kentucky
$132K +$127K +4,000 New
SEI Investments
807
SEI Investments
Pennsylvania
$125K -$49.2K -1,550 -29%
GBBWRPM
808
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K
JWM
809
Jacobus Wealth Management
Wisconsin
$123K +$118K +3,720 New
KF
810
Krilogy Financial
Missouri
$119K +$1.11K +35 +1%
FNB
811
Farmers National Bank
Kentucky
$119K +$7.93K +250 +7%
PIM
812
Parasol Investment Management
Illinois
$116K
MWM
813
MinichMacGregor Wealth Management
New York
$111K
IWA
814
IBEX Wealth Advisors
New Jersey
$111K +$105K +3,320 New
BCI
815
Brinker Capital Investments
Pennsylvania
$100K +$36.1K +1,140 +61%
WB
816
Webster Bank
Connecticut
$100K +$96.1K +3,030 New
IIC
817
Integrated Investment Consultants
Michigan
$91K
EWM
818
Endurance Wealth Management
Rhode Island
$90K
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K
NCM
820
New Capital Management
Texas
$87K +$83.4K +2,630 New
RFA
821
Reilly Financial Advisors
California
$85K +$47.7K +1,505 +142%
ACS
822
Archford Capital Strategies
Illinois
$84K
DIA
823
Davidson Investment Advisors
Montana
$83K
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$80K
RFS
825
Rockefeller Financial Services
New York
$79K +$5.71K +180 +8%