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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1026
Jacobi Capital Management
Pennsylvania
$138K +$191 +5 +0.1%
First Manhattan
1027
First Manhattan
New York
$136K
CHP
1028
Cable Hill Partners
Oregon
$133K +$20.5K +535 +17%
AWA
1029
Acorn Wealth Advisors
Michigan
$121K +$16.4K +430 +16%
FRA
1030
Front Row Advisors
California
$117K -$10.9K -285 -8%
WWMSC
1031
Wagner Wealth Management (South Carolina)
South Carolina
$110K
AIM
1032
Anchor Investment Management
South Carolina
$110K
AC
1033
Avestar Capital
New York
$108K
PS
1034
Portfolio Solutions
Michigan
$107K
LPIC
1035
LeJeune Puetz Investment Counsel
Michigan
$104K
BRC
1036
Bell Rock Capital
Delaware
$104K +$956 +25 +0.9%
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K
VDFA
1038
Vickerman & Driscoll Financial Advisors
Washington
$99K -$151K -3,945 -60%
HDIM
1039
Hanson & Doremus Investment Management
Vermont
$99K -$35.4K -925 -26%
AF
1040
Allworth Financial
California
$98K -$1.91K -50 -2%
MGIA
1041
Moneta Group Investment Advisors
Missouri
$97K +$29.1K +760 +41%
Rockefeller Capital Management
1042
Rockefeller Capital Management
New York
$90K +$91.6K +2,395 New
JA
1043
JOYN Advisors
Georgia
$86K -$116K -3,020 -57%
WCAMG
1044
Woodard & Company Asset Management Group
North Carolina
$80K -$15.3K -400 -16%
ML
1045
McAdam LLC
Pennsylvania
$79K +$80.1K +2,095 New
NCM
1046
New Capital Management
Texas
$72K -$189K -4,935 -72%
MWM
1047
MinichMacGregor Wealth Management
New York
$71K
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$71K +$191 +5 +0.3%
BA
1049
Ballew Advisors
Mississippi
$70K +$71.3K +1,865 New
GEA
1050
Glen Eagle Advisors
New Jersey
$68.4K +$11.7K +305 +20%