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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
901
Roble Belko & Company
Pennsylvania
$36K -$12.1K -350 -25%
DPA
902
Delphi Private Advisors
California
$36K
BTIS
903
BB&T Investment Services
North Carolina
$35K
WOC
904
West Oak Capital
California
$34.8K
SAM
905
Shamrock Asset Management
Texas
$31K
AOWM
906
Alpha Omega Wealth Management
Virginia
$30K -$6.39K -185 -17%
LWM
907
Lenox Wealth Management
Ohio
$27K +$27.3K +790 New
RWM
908
Raffa Wealth Management
District of Columbia
$26.1K -$4.66K -135 -15%
CCM
909
Cribstone Capital Management
Maine
$26K -$5.18K -150 -17%
MLFP
910
MPS Loria Financial Planners
Illinois
$25K +$25.5K +740 New
FCMT
911
Founders Capital Management (Texas)
Texas
$21K
GWA
912
Guidant Wealth Advisors
Illinois
$21K
RFM
913
Royal Fund Management
Florida
$20K +$3.11K +90 +18%
IWM
914
IHT Wealth Management
Illinois
$18K +$200K +5,780 +36%
AIM
915
Anchor Investment Management
South Carolina
$17.4K
PAI
916
Pittenger & Anderson Inc
Nebraska
$17K
TCM
917
Tradewinds Capital Management
Washington
$16K +$3.45K +100 +28%
MCIA
918
Mountain Capital Investment Advisors
Colorado
$16K +$15.5K +450 New
MSFP
919
Mark Sheptoff Financial Planning
Connecticut
$13K -$173 -5 -1%
LCM
920
Liberty Capital Management
Michigan
$13K
BWM
921
Baystate Wealth Management
Massachusetts
$12K
OFS
922
Orrstown Financial Services
Pennsylvania
$10K +$9.67K +280 New
MFW
923
Mosaic Family Wealth
Missouri
$9K -$7.77K -225 -47%
ADL
924
Asset Dedication LLC
California
$9K
EWM
925
Edge Wealth Management
New York
$7K