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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
1026
Gamble Jones Investment Counsel
California
$641K -$64K -1,615 -9%
TSWM
1027
Triangle Securities Wealth Management
North Carolina
$641K +$20K +505 +3%
LWANC
1028
Laurel Wealth Advisors (North Carolina)
North Carolina
$639K -$31.7K -800 -5%
Choate Investment Advisors
1029
Choate Investment Advisors
Massachusetts
$638K – – –
Scotia Capital
1030
Scotia Capital
Ontario, Canada
$637K +$85K +2,145 +16%
DC
1031
Derby & Company
Massachusetts
$637K +$613K +15,470 New
EFS
1032
Essex Financial Services
Connecticut
$631K +$163K +4,110 +37%
NFG
1033
Nadler Financial Group
Illinois
$629K +$330K +8,335 +120%
JMG Financial Group
1034
JMG Financial Group
Illinois
$620K +$121K +3,065 +26%
LWM
1035
Liberty Wealth Management
California
$620K +$220K +5,555 +58%
Caprock Group
1036
Caprock Group
Idaho
$615K -$36.9K -930 -6%
RWA
1037
Ropes Wealth Advisors
Massachusetts
$607K -$9.91K -250 -2%
GWS
1038
Glassman Wealth Services
Virginia
$607K – – –
SFG
1039
SevenBridge Financial Group
Pennsylvania
$607K +$89.8K +2,265 +18%
Aspiriant LLC
1040
Aspiriant LLC
California
$605K -$580K -14,630 -50%
BI
1041
Ballast Inc
Kentucky
$601K -$594 -15 -0.1%
BCP
1042
Blue Chip Partners
Michigan
$599K +$331K +8,355 +135%
SIS
1043
SVB Investment Services
Utah
$599K +$576K +14,545 New
Focus Financial Network
1044
Focus Financial Network
Minnesota
$597K +$15.1K +380 +3%
Congress Asset Management
1045
Congress Asset Management
Massachusetts
$593K -$118K -2,980 -17%
ACP
1046
Aveo Capital Partners
Colorado
$592K -$41.6K -1,050 -7%
GMA
1047
Goldstein Munger & Associates
California
$590K – – –
GG
1048
GenWealth Group
New Jersey
$588K -$40.4K -1,020 -7%
JIC
1049
Joel Isaacson & Co
New York
$588K +$16.2K +410 +3%
PSF
1050
Pacific Sun Financial
California
$587K – – –