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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1376
Princeton Capital Management
New Jersey
$305K
SBL
1377
Sargent Bickham Lagudis
Colorado
$304K
SW
1378
SlateStone Wealth
Florida
$304K
FP
1379
Financial Perspectives
Minnesota
$304K -$1.35K -25 -0.4%
ADBIC
1380
A.D. Beadell Investment Counsel
Wisconsin
$303K +$305K +5,640 New
SW
1381
SkyOak Wealth
Michigan
$302K
GKWIM
1382
Gerber Kawasaki Wealth & Investment Management
California
$301K +$44K +815 +17%
ACA
1383
Atlas Capital Advisors
Wyoming
$300K +$302K +5,590 New
AWA
1384
Arete Wealth Advisors
Illinois
$300K +$303K +5,610 +7%
MAG
1385
MRA Advisory Group
New Jersey
$299K -$18.9K -350 -6%
BHTS
1386
Bar Harbor Trust Services
Maine
$299K
ANBT
1387
American National Bank & Trust
Texas
$296K
LWP
1388
Legacy Wealth Planning
Nevada
$295K -$27K -500 -8%
CPA
1389
Capital Planning Advisors
California
$292K
SCM
1390
Schnieders Capital Management
California
$292K
KFP
1391
KMG Fiduciary Partners
Ohio
$290K -$23.2K -430 -7%
GA
1392
Geller Advisors
New York
$290K
FAM
1393
Formidable Asset Management
Ohio
$290K +$301K +5,570 New
MWM
1394
Minot Wealth Management
Massachusetts
$289K +$270 +5 +0.1%
CDIA
1395
Capital Directions Investment Advisors
Georgia
$289K +$290K +5,380 New
CIC
1396
Cutler Investment Counsel
Oregon
$287K
PG
1397
Proffitt & Goodson
Tennessee
$287K
MCM
1398
Mattern Capital Management
Colorado
$287K +$289K +5,345 New
ACA
1399
Affinity Capital Advisors
California
$286K -$11.3K -210 -4%
FM
1400
Foster & Motley
Ohio
$286K +$287K +5,320 New