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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1651
Welch Group
Alabama
$236K – – –
DA
1652
Detalus Advisors
Missouri
$236K +$232K +4,175 New
LSA
1653
Lion Street Advisors
Texas
$235K – – –
CAM
1654
Covenant Asset Management
New Jersey
$234K – – –
PLFAM
1655
Pineno Levin & Ford Asset Management
Virginia
$232K – – –
SC
1656
Stolper & Co
Oklahoma
$232K – – –
SWMG
1657
Signature Wealth Management Group
Georgia
$231K +$227K +4,070 New
FWI
1658
Facet Wealth Inc
Maryland
$229K -$5.57K -100 -2%
SB
1659
Sunflower Bank
Texas
$229K +$225K +4,050 New
DJSG
1660
D.J. St. Germain
Massachusetts
$228K -$32.3K -580 -13%
FUBT
1661
First United Bank & Trust
Maryland
$228K – – –
MGIA
1662
Matthew Goff Investment Advisor
Texas
$228K – – –
CCM
1663
Chilton Capital Management
Texas
$227K +$835 +15 +0.4%
PGAM
1664
Princeton Global Asset Management
New Jersey
$226K – – –
FWCM
1665
Ferguson Wellman Capital Management
Oregon
$225K -$1.53M -27,500 -87%
RFA
1666
Reilly Financial Advisors
California
$225K +$144K +2,590 +186%
CI
1667
Ceera Investments
Texas
$224K – – –
TCMP
1668
Thrive Capital Management (Pennsylvania)
Pennsylvania
$223K -$139K -2,490 -39%
HCM
1669
Hall Capital Management
Rhode Island
$223K -$49.8K -895 -19%
PWM
1670
Paulson Wealth Management
Illinois
$223K -$37.9K -680 -15%
AIM
1671
Axiom Investment Management
New York
$223K -$26.4K -475 -11%
DWM
1672
Denver Wealth Management
Colorado
$223K +$219K +3,940 New
First Manhattan
1673
First Manhattan
New York
$221K +$99.9K +1,795 +85%
AA
1674
Addison Advisors
Vermont
$220K – – –
Select Equity Group
1675
Select Equity Group
New York
$219K +$216K +3,875 New