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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1051
Source Financial Advisors
New York
$815K -$415K -7,685 -34%
MWM
1052
Meridian Wealth Management
Kentucky
$814K +$139K +2,580 +21%
FA
1053
Fiducient Advisors
Illinois
$813K +$331K +6,135 +68%
EGWAG
1054
Elwood & Goetz Wealth Advisory Group
Georgia
$812K -$17.3K -320 -2%
RSWM
1055
Robertson Stephens Wealth Management
California
$808K -$97.2K -1,800 -11%
FC
1056
Financial Consulate
Maryland
$806K -$32.9K -610 -4%
SFSIG
1057
San Francisco Sentry Investment Group
California
$799K -$17.5K -325 -2%
NEWAS
1058
N.E.W. Advisory Services
Wisconsin
$788K -$182K -3,380 -19%
BU
1059
BBVA USA
Alabama
$788K +$792K +14,670 New
MLL
1060
Moody Lynn & Lieberson
Massachusetts
$784K – – –
NSIM
1061
North Star Investment Management
Illinois
$783K +$12.1K +225 +2%
WCWM
1062
Willow Creek Wealth Management
California
$781K +$11.3K +210 +1%
CT
1063
Caldwell Trust
Florida
$779K – – –
MAM
1064
MMA Asset Management
Pennsylvania
$776K +$2.7K +50 +0.3%
GMA
1065
Goldstein Munger & Associates
California
$770K – – –
BWG
1066
Beta Wealth Group
California
$769K -$14K -260 -2%
ARC
1067
Advisor Resource Council
Texas
$767K +$770K +14,265 New
AIM
1068
Anchor Investment Management
South Carolina
$765K – – –
GPA
1069
Garrison Point Advisors
California
$763K -$45.9K -850 -6%
BNP Paribas Financial Markets
1070
BNP Paribas Financial Markets
France
$761K +$243K +4,505 +47%
SDWMA
1071
Schneider Downs Wealth Management Advisors
Pennsylvania
$761K +$10.8K +200 +1%
CPSC
1072
Carl P. Sherr & Co
Massachusetts
$758K -$58.8K -1,090 -7%
LA
1073
Latitude Advisors
Florida
$757K -$162K -3,000 -18%
LWANC
1074
Laurel Wealth Advisors (North Carolina)
North Carolina
$757K -$11.1K -205 -1%
PCM
1075
Pointe Capital Management
Michigan
$756K +$54K +1,000 +8%