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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1351
Chas P. Smith & Associates (CPS)
Florida
$212K -$19.8K -500 -9%
LFA
1352
Landmark Financial Advisors
Kentucky
$212K +$202K +5,085 New
Wealthfront Advisers
1353
Wealthfront Advisers
California
$211K +$203K +5,115 New
CA
1354
Cornerstone Advisory
Maryland
$211K +$203K +5,125 New
AA
1355
Aufman Associates
Pennsylvania
$210K +$202K +5,100 New
MM
1356
Meridian Management
Arkansas
$210K +$202K +5,100 New
NHC
1357
Nicholas Hoffman & Company
Georgia
$210K +$202K +5,100 New
WCWM
1358
Willow Creek Wealth Management
California
$210K +$202K +5,100 New
VBFG
1359
Vishria Bird Financial Group
Tennessee
$209K -$26K -655 -11%
TC
1360
Trust Company
Kansas
$209K – – –
AssetMark Inc
1361
AssetMark Inc
California
$204K -$10.9K -275 -5%
VR
1362
Viridian RIA
Washington
$204K +$196K +4,950 New
SBIA
1363
Sheaff Brock Investment Advisors
Indiana
$203K +$195K +4,920 New
BF
1364
Blankinship & Foster
California
$201K +$193K +4,870 New
LCM
1365
Liberty Capital Management
Michigan
$201K +$193K +4,880 New
RVPG
1366
Relative Value Partners Group
$201K +$193K +4,880 New
AAA
1367
Adams Asset Advisors
Texas
$201K +$194K +4,900 New
NB
1368
Nicolet Bankshares
Wisconsin
$200K +$193K +4,870 New
MM
1369
Main Management
California
$199K – – –
IIC
1370
Integrated Investment Consultants
Michigan
$197K +$3.33M +83,980 New
HR
1371
Howe & Rusling
New York
$196K – – –
IFWM
1372
Institute for Wealth Management
Colorado
$189K +$182K +4,585 New
PIA
1373
Powell Investment Advisors
Florida
$189K +$182K +4,585 New
GIP
1374
Granite Investment Partners
California
$187K +$83.4K +2,105 +86%
PVH
1375
Psagot Value Holdings
Israel
$185K +$11.1K +280 +7%