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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1501
Lion Street Advisors
Texas
$417K +$36.5K +735 +11%
I
1502
INVST
Indiana
$416K -$572K -11,500 -59%
BG
1503
Benedetti & Gucer
Georgia
$416K -$73.6K -1,480 -16%
FFA
1504
Founders Financial Alliance
North Carolina
$416K +$192K +3,855 +94%
KTA
1505
Keeley-Teton Advisors
Illinois
$415K – – –
BFA
1506
Bill Few Associates
Pennsylvania
$414K -$57.9K -1,165 -13%
SRC
1507
Shufro Rose & Co
New York
$412K – – –
PCI
1508
Planning Center Inc
Illinois
$411K +$391K +7,865 New
SLG
1509
Stanley-Laman Group
Pennsylvania
$411K -$105K -2,105 -21%
SCP
1510
Stevens Capital Partners
Nebraska
$410K -$14.4K -290 -4%
NCM
1511
NCM Capital Management
New Jersey
$409K -$12.4K -250 -3%
BWM
1512
Baystate Wealth Management
Massachusetts
$409K +$24.4K +490 +7%
HBT
1513
Hills Bank & Trust
Iowa
$407K – – –
DP
1514
DDD Partners
Washington
$407K +$248 +5 +0.1%
WMA
1515
Wealth Management Associates
New Jersey
$406K -$5.71K -115 -1%
LAIC
1516
Lederer & Associates Investment Counsel
California
$405K – – –
KAH
1517
Kathryn A. Hall
$403K – – –
AC
1518
AWM Capital
Arizona
$401K – – –
CWM
1519
Concentric Wealth Management
California
$400K -$85.7K -1,725 -18%
SCM
1520
Schnieders Capital Management
California
$400K -$3.23K -65 -0.8%
TFM
1521
TFC Financial Management
Massachusetts
$400K – – –
BWM
1522
BCGM Wealth Management
Indiana
$399K +$121K +2,430 +47%
TW
1523
Transform Wealth
Colorado
$399K -$58.1K -1,170 -13%
VCP
1524
Verus Capital Partners
Arizona
$395K -$143K -2,875 -28%
LWCFA
1525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$395K -$40.8K -820 -10%