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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Plancorp LLC
1301
Plancorp LLC
Missouri
$589K – – –
Weatherly Asset Management
1302
Weatherly Asset Management
California
$584K -$185K -3,825 -24%
Relyea Zuckerberg Hanson
1303
Relyea Zuckerberg Hanson
Connecticut
$583K +$582K +12,050 New
SeaCrest Wealth Management
1304
SeaCrest Wealth Management
New York
$579K -$28K -580 -5%
HFA
1305
High Falls Advisors
New York
$578K -$89.4K -1,850 -13%
Bragg Financial Advisors
1306
Bragg Financial Advisors
North Carolina
$577K -$3.62K -75 -0.6%
Lee, Danner & Bass
1307
Lee, Danner & Bass
Tennessee
$577K – – –
Brandywine Oak Private Wealth
1308
Brandywine Oak Private Wealth
Pennsylvania
$575K +$242 +5 +0%
Financial Consulate
1309
Financial Consulate
Maryland
$575K -$14.7K -305 -3%
ClearBridge Investments
1310
ClearBridge Investments
New York
$575K +$2.42K +50 +0.4%
SHA
1311
Seneca House Advisors
Virginia
$574K -$22.7K -470 -4%
Tennessee Valley Asset Management Partners
1312
Tennessee Valley Asset Management Partners
Tennessee
$574K -$1.46M -30,300 -72%
RB
1313
Renasant Bank
Mississippi
$574K -$168K -3,470 -23%
Nadler Financial Group
1314
Nadler Financial Group
Illinois
$572K – – –
CPSC
1315
Carl P. Sherr & Co
Massachusetts
$571K -$63K -1,305 -10%
Peterson Wealth Advisors
1316
Peterson Wealth Advisors
Utah
$570K +$27.5K +570 +5%
ECM
1317
EagleClaw Capital Management
Massachusetts
$570K – – –
AFO
1318
Allie Family Office
Florida
$570K – – –
Howard Financial Services
1319
Howard Financial Services
Texas
$570K -$11.8K -245 -2%
Sunbelt Securities
1320
Sunbelt Securities
Texas
$569K +$966 +20 +0.2%
SCA
1321
Sage Capital Advisors
South Dakota
$569K +$5.56K +115 +1%
BP
1322
BCK Partners
New York
$567K -$660K -13,660 -54%
Perennial Investment Advisors
1323
Perennial Investment Advisors
California
$565K – – –
RG
1324
Retirement Group
California
$563K +$414K +8,575 +280%
Presilium Private Wealth
1325
Presilium Private Wealth
Pennsylvania
$560K +$559K +11,570 New