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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
976
Appleton Partners
Massachusetts
$515K -$9.35K -250 -2%
SWM
977
SeaCrest Wealth Management
New York
$510K -$61.1K -1,635 -11%
RIA
978
Realta Investment Advisors
Delaware
$510K +$18.7K +500 +4%
NFG
979
NewFocus Financial Group
Washington
$510K +$19.4K +520 +4%
SAM
980
Strategy Asset Managers
California
$507K -$1.68K -45 -0.3%
DLCIG
981
D.L. Carlson Investment Group
New Hampshire
$506K
Schroder Investment Management Group
982
Schroder Investment Management Group
United Kingdom
$505K +$18.7K +500 +4%
JIC
983
Joel Isaacson & Co
New York
$501K -$4.67K -125 -0.9%
CCM
984
Covington Capital Management
California
$500K -$562K -15,035 -53%
FWSM
985
First Wilshire Securities Management
California
$500K
HWM
986
Howard Wealth Management
Connecticut
$497K +$1.12K +30 +0.2%
GA
987
Geller Advisors
New York
$497K +$57.9K +1,550 +13%
OIA
988
Optimum Investment Advisors
Illinois
$494K +$748 +20 +0.2%
AF
989
Alerus Financial
North Dakota
$493K +$374 +10 +0.1%
ZCM
990
Ziegler Capital Management
Illinois
$492K
EGWAG
991
Elwood & Goetz Wealth Advisory Group
Georgia
$492K +$18.9K +505 +4%
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$488K -$66K -1,765 -12%
GJIC
993
Gamble Jones Investment Counsel
California
$487K +$7.48K +200 +2%
FC
994
Fulcrum Capital
Washington
$486K +$5.23K +140 +1%
BAM
995
Berkshire Asset Management
Pennsylvania
$483K +$187K +5,000 +62%
WCWM
996
Willow Creek Wealth Management
California
$483K +$275K +7,345 +129%
HCM
997
Howland Capital Management
Massachusetts
$478K -$1.12K -30 -0.2%
AW
998
ACG Wealth
Georgia
$474K -$60.2K -1,610 -11%
AIA
999
Armor Investment Advisors
North Carolina
$473K
FA
1000
FDx Advisors
Illinois
$472K +$476K +12,730 New