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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
976
Whalerock Point Partners
Rhode Island
$280K
ZF
977
Zhang Financial
Michigan
$279K
MFW
978
Mosaic Family Wealth
Missouri
$276K +$402 +10 +0.1%
HFS
979
Haverford Financial Services
Pennsylvania
$275K
BCA
980
Bay Colony Advisors
Massachusetts
$275K +$201 +5 +0.1%
PR
981
Payden & Rygel
California
$274K +$273K +6,800 New
T. Rowe Price Associates
982
T. Rowe Price Associates
Maryland
$273K
PG
983
Proffitt & Goodson
Tennessee
$268K
HFA
984
Huber Financial Advisors
Illinois
$268K +$402 +10 +0.2%
BIAS
985
Beacon Investment Advisory Services
New Jersey
$267K
FAT
986
First American Trust
California
$266K
HT
987
Heritage Trust
Oklahoma
$266K
CAG
988
Crestwood Advisors Group
Massachusetts
$264K +$264K +6,560 New
RW
989
REDW Wealth
New Mexico
$263K
GCA
990
Gradient Capital Advisors
California
$262K -$18.9K -470 -7%
BRM
991
Boston Research & Management
Massachusetts
$261K +$30.3K +755 +13%
SEI Investments
992
SEI Investments
Pennsylvania
$260K -$2.11M -52,505 -89%
CCM
993
Covington Capital Management
California
$260K
RI
994
Ridgewood Investments
New Jersey
$260K +$260K +6,460 New
CAG
995
Csenge Advisory Group
Florida
$259K -$254K -6,325 -47%
SWM
996
Segment Wealth Management
Texas
$259K -$62.3K -1,550 -19%
MM
997
Meridian Management
Arkansas
$257K
PFGIA
998
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$6.23K +155 +2%
CBA
999
Coastal Bridge Advisors
Connecticut
$251K +$6.63K +165 +3%
EWM
1000
Empirical Wealth Management
Washington
$250K