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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$544K +$508K +15,305 New
MCM
952
Mitchell Capital Management
Kansas
$543K -$24.4K -735 -5%
PCM
953
Pointe Capital Management
Michigan
$541K +$22.3K +670 +5%
Venture Visionary Partners
954
Venture Visionary Partners
Ohio
$537K -$151K -4,550 -23%
CT
955
Caldwell Trust
Florida
$533K -$51.5K -1,550 -9%
AC
956
Abbrea Capital
California
$531K -$128K -3,845 -20%
LWANC
957
Laurel Wealth Advisors (North Carolina)
North Carolina
$531K +$830 +25 +0.2%
PSF
958
Pacific Sun Financial
California
$530K – – –
CL
959
CPWM LLC
Washington
$530K +$14.9K +450 +3%
Vestmark Advisory Solutions
960
Vestmark Advisory Solutions
Massachusetts
$527K +$492K +14,825 New
MLL
961
Moody Lynn & Lieberson
Massachusetts
$523K -$83K -2,500 -15%
SG Americas Securities
962
SG Americas Securities
New York
$519K -$170K -5,105 -26%
Fort Pitt Capital Group
963
Fort Pitt Capital Group
Pennsylvania
$519K +$4.98K +150 +1%
ANB
964
Amarillo National Bank
Texas
$513K +$13.4K +405 +3%
AW
965
ACG Wealth
Georgia
$512K -$1.13M -33,880 -70%
NFG
966
Nadler Financial Group
Illinois
$512K -$111K -3,350 -19%
NSIM
967
North Star Investment Management
Illinois
$510K -$39K -1,175 -8%
GMA
968
Goldstein Munger & Associates
California
$509K – – –
AIM
969
Anchor Investment Management
South Carolina
$506K – – –
OAM
970
Oak Asset Management
California
$505K -$64.8K -1,950 -12%
GWS
971
Glassman Wealth Services
Virginia
$504K -$19.1K -575 -4%
AP
972
Appleton Partners
Massachusetts
$503K -$211K -6,365 -31%
JAWM
973
J. Arnold Wealth Management
Ohio
$502K +$469K +14,115 New
EBT
974
Enterprise Bank & Trust
Massachusetts
$501K -$219K -6,595 -32%
BI
975
Ballast Inc
Kentucky
$497K -$11.3K -340 -2%