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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MM
976
Meridian Management
Arkansas
$248K
BBA
977
BLB&B Advisors
Pennsylvania
$248K +$19.9K +515 +9%
HA
978
Harborview Advisors
Maine
$245K -$19.7K -510 -7%
PFGIA
979
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$586K -15,180 -71%
RWG
980
Regal Wealth Group
California
$243K -$45.8K -1,185 -16%
EWM
981
Empirical Wealth Management
Washington
$242K
PAS
982
Partnervest Advisory Services
California
$241K -$2.9K -75 -1%
TL
983
TrueWealth LLC
Georgia
$241K
VCM
984
Virtue Capital Management
Tennessee
$241K
BCP
985
Blue Chip Partners
Michigan
$237K
PCA
986
Peddock Capital Advisors
Massachusetts
$236K -$13.5K -350 -5%
CBA
987
Coastal Bridge Advisors
Connecticut
$236K
EHC
988
Everett Harris & Co
California
$236K
AEPG
989
American Economic Planning Group
New Jersey
$234K -$233K -6,040 -50%
Toronto Dominion Bank
990
Toronto Dominion Bank
Ontario, Canada
$233K -$155K -4,000 -40%
IC
991
InterOcean Capital
Illinois
$233K +$231K +5,985 New
CWM
992
Confluence Wealth Management
Oregon
$233K +$231K +5,990 New
AssetMark Inc
993
AssetMark Inc
California
$231K -$773 -20 -0.3%
UR
994
USCA RIA
Texas
$229K +$13.9K +360 +7%
PA
995
Paracle Advisors
Washington
$226K
NPP
996
New Potomac Partners
Maryland
$226K +$27K +700 +14%
FCIM
997
Fairview Capital Investment Management
California
$226K +$224K +5,810 New
PO
998
Private Ocean
California
$225K -$54.3K -1,405 -20%
SMG
999
Smart Money Group
Texas
$224K -$40.2K -1,040 -15%
CSIC
1000
Clifford Swan Investment Counsel
California
$224K