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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
801
Homrich & Berg
Georgia
$284K +$11.7K +335 +4%
MWAC
802
Mariner Wealth Advisors (Cincinnati)
Ohio
$282K -$139K -4,005 -34%
NCM
803
Noesis Capital Mangement
Florida
$280K -$6.09K -175 -2%
EA
804
Elm Advisors
California
$280K
SFG
805
SevenBridge Financial Group
Pennsylvania
$280K
DWM
806
Doyle Wealth Management
Florida
$278K +$48.9K +1,405 +22%
SYBT
807
Stock Yards Bank & Trust
Kentucky
$276K -$10.1K -290 -4%
IC
808
Investment Counsel
Michigan
$276K
BA
809
Boston Advisors
Massachusetts
$275K -$44.4K -1,275 -14%
G
810
GenTrust
Florida
$274K +$871 +25 +0.3%
LDB
811
Lee, Danner & Bass
Tennessee
$272K
JWS
812
Juncture Wealth Strategies
Arizona
$272K +$16.5K +475 +7%
Fisher Asset Management
813
Fisher Asset Management
Washington
$272K +$16.9K +485 +7%
CT
814
Coastline Trust
Rhode Island
$271K +$264K +7,575 New
SAM
815
Silvercrest Asset Management
New York
$271K +$264K +7,585 New
GC
816
Gibson Capital
Pennsylvania
$269K
NHC
817
Nicholas Hoffman & Company
Georgia
$268K -$17.2K -495 -6%
CGA
818
Crescent Grove Advisors
Illinois
$268K
LAIC
819
Lederer & Associates Investment Counsel
California
$266K
TSW
820
Thompson Siegel & Walmsley
Virginia
$266K +$1.92K +55 +0.7%
WPC
821
Waters Parkerson & Co
Louisiana
$265K +$7.31K +210 +3%
MG
822
Mather Group
Illinois
$262K -$35.9M -1,029,305 -99%
T. Rowe Price Associates
823
T. Rowe Price Associates
Maryland
$260K
BBHC
824
Brown Brothers Harriman & Co
New York
$260K +$179K +5,140 +242%
PAS
825
Partnervest Advisory Services
California
$259K -$163K -4,690 -39%