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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1201
Janiczek Wealth Management
Colorado
$120K -$2.03K -55 -2%
DCM
1202
Disciplina Capital Management
Tennessee
$116K -$26.9M -727,700 -100%
RFA
1203
Reilly Financial Advisors
California
$114K -$27.3K -740 -20%
RWM
1204
Raffa Wealth Management
District of Columbia
$114K +$9.23K +250 +9%
AIM
1205
Anchor Investment Management
South Carolina
$111K
GI
1206
Gradient Investments
Minnesota
$102K -$12.6K -340 -11%
CGT
1207
Capital Guardian Trust
California
$102K +$99.7K +2,700 New
WCM
1208
WealthBridge Capital Management
Ohio
$101K -$67.6K -1,830 -41%
BAM
1209
Bruderman Asset Management
New York
$100K -$9.23K -250 -9%
FMB
1210
Field & Main Bank
Kentucky
$95K +$92.3K +2,500 New
BMM
1211
Buffington Mohr McNeal
Idaho
$95K +$92.7K +2,510 New
FWM
1212
Focused Wealth Management
New York
$91K -$6.09K -165 -6%
AIA
1213
Alera Investment Advisors
Illinois
$89K +$8.13K +220 +10%
FPB
1214
First PREMIER Bank
South Dakota
$85K
FA
1215
Financial Advantage
Maryland
$84K
FGAM
1216
Financial Gravity Asset Management
Texas
$78K +$75K +2,030 New
VCM
1217
Vigilant Capital Management
Maine
$76K -$73.9K -2,000 -50%
HWM
1218
Holloway Wealth Management
Florida
$74K
CMBA
1219
C.M. Bidwell & Associates
Hawaii
$73K +$369 +10 +0.5%
HDIM
1220
Hanson & Doremus Investment Management
Vermont
$72K
NCM
1221
New Capital Management
Texas
$72K
LB
1222
Legacy Bridge
Iowa
$70K
AWM
1223
AllSquare Wealth Management
New York
$68K
HIIFS
1224
Harel Insurance Investments & Financial Services
Israel
$67K
BRC
1225
Bell Rock Capital
Delaware
$59K -$1.85K -50 -3%