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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJTCONH
1651
Raymond James Trust Company of New Hampshire
New Hampshire
$274K -$51.2K -1,005 -15%
WIP
1652
WealthCare Investment Partners
Rhode Island
$273K -$18.9K -370 -6%
SAM
1653
Strategy Asset Managers
California
$271K -$29.8K -585 -10%
GA
1654
Geller Advisors
New York
$270K – – –
FP
1655
Financial Perspectives
Minnesota
$270K +$1.02K +20 +0.4%
EBA
1656
Eagle Bay Advisors
New York
$270K +$204K +4,000 +287%
ACA
1657
Affinity Capital Advisors
California
$269K +$509 +10 +0.2%
MWA
1658
Monograph Wealth Advisors
California
$268K – – –
SWM
1659
Segment Wealth Management
Texas
$267K – – –
Procyon Advisors
1660
Procyon Advisors
Connecticut
$266K +$271K +5,320 New
BFA
1661
Bluestem Financial Advisors
Illinois
$266K +$255 +5 +0.1%
AWAG
1662
ARS Wealth Advisors Group
Florida
$265K – – –
NorthRock Partners
1663
NorthRock Partners
Minnesota
$265K -$73.4K -1,440 -21%
Douglass Winthrop Advisors
1664
Douglass Winthrop Advisors
New York
$264K +$268K +5,270 New
JJBC
1665
James J. Burns & Company
New York
$264K +$269K +5,285 New
SWRP
1666
Summit Wealth & Retirement Planning
California
$264K – – –
RCM
1667
Requisite Capital Management
Texas
$264K +$269K +5,275 New
VWA
1668
Visionary Wealth Advisors
Illinois
$262K +$255 +5 +0.1%
WAG
1669
Wallace Advisory Group
California
$261K – – –
BWM
1670
BCGM Wealth Management
Indiana
$261K -$131K -2,580 -33%
EA
1671
Ellsworth Advisors
Ohio
$259K +$264K +5,175 New
CAM
1672
Crestone Asset Management
Colorado
$258K – – –
BAM
1673
BOS Asset Management
Illinois
$256K -$8.41K -165 -3%
HAIM
1674
Hunter Associates Investment Management
Pennsylvania
$253K +$15.3K +300 +6%
AA
1675
Aufman Associates
Pennsylvania
$252K – – –