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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
1376
Emery Howard Portfolio Management
California
$306K – – –
PIA
1377
Pinion Investment Advisors
Kansas
$305K – – –
GAG
1378
GM Advisory Group
New York
$304K – – –
WA
1379
Winfield Associates
Ohio
$303K +$310K +5,765 New
BSA
1380
Bull Street Advisors
Georgia
$302K – – –
MWM
1381
Madison Wealth Management
Ohio
$302K +$106K +1,965 +52%
AWAG
1382
ARS Wealth Advisors Group
Florida
$302K +$309K +5,745 New
ACA
1383
Affinity Capital Advisors
California
$301K +$21.5K +400 +8%
BO
1384
Bank OZK
Arkansas
$300K -$135K -2,505 -31%
CCT
1385
Capital City Trust
Florida
$300K – – –
SW
1386
SkyOak Wealth
Michigan
$300K +$4.84K +90 +2%
PCM
1387
Princeton Capital Management
New Jersey
$299K – – –
SBL
1388
Sargent Bickham Lagudis
Colorado
$298K – – –
DSAM
1389
Dock Street Asset Management
Florida
$297K -$126K -2,340 -29%
SW
1390
SlateStone Wealth
Florida
$297K – – –
HR
1391
Hayden Royal
North Carolina
$296K -$156K -2,905 -34%
ADBIC
1392
A.D. Beadell Investment Counsel
Wisconsin
$296K – – –
BHTS
1393
Bar Harbor Trust Services
Maine
$293K – – –
SLF
1394
Sun Life Financial
Ontario, Canada
$292K +$299K +5,550 New
APW
1395
Aurora Private Wealth
New Jersey
$290K -$14.8K -275 -5%
ANBT
1396
American National Bank & Trust
Texas
$290K – – –
LWP
1397
Legacy Wealth Planning
Nevada
$289K – – –
FP
1398
Financial Perspectives
Minnesota
$288K -$10.2K -190 -3%
CPA
1399
Capital Planning Advisors
California
$286K – – –
SCM
1400
Schnieders Capital Management
California
$285K – – –