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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1401
Blue Trust Inc
Georgia
$367K +$337K +6,830 New
First Manhattan
1402
First Manhattan
New York
$365K +$147K +2,985 +59%
WMA
1403
Wealth Management Associates
New Jersey
$365K
OBWG
1404
Onyx Bridge Wealth Group
New York
$364K -$19.5K -395 -5%
SRC
1405
Shufro Rose & Co
New York
$364K
GWM
1406
Greenwich Wealth Management
Connecticut
$363K
SC
1407
Sinecera Capital
Texas
$363K
MAM
1408
Meeder Asset Management
Ohio
$362K -$368K -7,450 -48%
MCA
1409
Martin Capital Advisors
Texas
$361K
RFWA
1410
RPg Family Wealth Advisory
Massachusetts
$361K
SCM
1411
Schnieders Capital Management
California
$360K +$125K +2,540 +47%
FNB
1412
Farmers National Bank
Kentucky
$360K +$9.87K +200 +3%
STA
1413
Summit Trail Advisors
New York
$359K -$8.39K -170 -2%
FGG
1414
Financial Guidance Group
Florida
$359K +$59.2K +1,200 +18%
AL
1415
ADE LLC
Maryland
$358K +$104K +2,115 +37%
WFA
1416
Wells Financial Advisors
Massachusetts
$357K -$20.5K -415 -5%
NRI
1417
NFP Retirement Inc
California
$356K +$67.9K +1,375 +21%
GSIS
1418
Global Strategic Investment Solutions
Arizona
$356K +$247 +5 +0.1%
AWM
1419
Accurate Wealth Management
Florida
$356K +$183K +3,710 +94%
TI
1420
Trexquant Investment
Connecticut
$355K +$387K +7,845 New
FRA
1421
Frank Rimerman Advisors
California
$353K
DP
1422
DDD Partners
Washington
$351K
LAIC
1423
Lederer & Associates Investment Counsel
California
$351K
ICM
1424
IMS Capital Management
Oregon
$350K
GKWIM
1425
Gerber Kawasaki Wealth & Investment Management
California
$349K +$212K +4,285 +66%