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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1376
Lake Street Advisors Group
New Hampshire
$294K – – –
SW
1377
SlateStone Wealth
Florida
$294K – – –
BA
1378
Bridge Advisory
California
$293K +$281K +5,630 New
BHTS
1379
Bar Harbor Trust Services
Maine
$290K +$15K +300 +6%
ACA
1380
Affinity Capital Advisors
California
$288K – – –
ANBT
1381
American National Bank & Trust
Texas
$287K -$51.9K -1,040 -16%
Pallas Capital Advisors
1382
Pallas Capital Advisors
Massachusetts
$287K +$263K +5,260 New
LBD
1383
Landsberg Bennett & Dubbaneh
Florida
$286K +$25.5K +510 +10%
CPA
1384
Capital Planning Advisors
California
$283K – – –
SCM
1385
Schnieders Capital Management
California
$282K -$3.25K -65 -1%
MWM
1386
Minot Wealth Management
Massachusetts
$282K – – –
CPSAC
1387
Chas P. Smith & Associates (CPS)
Florida
$282K +$44.4K +890 +20%
GA
1388
Geller Advisors
New York
$281K -$400K -8,000 -60%
Smith Salley Wealth Management
1389
Smith Salley Wealth Management
North Carolina
$279K +$267K +5,355 New
NAM
1390
North American Management
Massachusetts
$279K – – –
PG
1391
Proffitt & Goodson
Tennessee
$278K -$17K -340 -6%
CIC
1392
Cutler Investment Counsel
Oregon
$278K – – –
B
1393
Bellecapital
Switzerland
$273K – – –
IRAG
1394
Investment Research & Advisory Group
Georgia
$273K – – –
CDH
1395
Charles D. Hyman
$273K +$7.24K +145 +3%
Fisher Asset Management
1396
Fisher Asset Management
Washington
$272K -$291K -5,830 -53%
PD
1397
Planning Directions
Pennsylvania
$272K -$16.7K -335 -6%
DBIA
1398
Dumont & Blake Investment Advisors
New Jersey
$269K – – –
TC
1399
Trust Company
Kansas
$266K – – –
PIA
1400
Powell Investment Advisors
Florida
$266K +$47.2K +945 +23%