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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
1926
Norden Group
Utah
$557K -$132K -1,802 -20%
WAM
1927
WNY Asset Management
New York
$556K -$7.26K -99 -1%
AIIMS
1928
Analyst IMS Investment Management Services
Israel
$555K – – –
EI
1929
Ethic Inc
New York
$555K +$145K +1,973 +38%
FP
1930
Financial Perspectives
Minnesota
$555K +$293 +4 +0.1%
MPCL
1931
My Personal CFO LLC
Washington
$552K – – –
SA
1932
Sovran Advisors
California
$552K +$293 +4 +0.1%
GWSA
1933
Global Wealth Strategies & Associates
Colorado
$551K -$19.8K -270 -4%
GWM
1934
Greenhouse Wealth Management
Connecticut
$549K +$1.17K +16 +0.2%
T
1935
TrustBank
Illinois
$548K -$7.34K -100 -1%
APW
1936
Aurora Private Wealth
New Jersey
$546K -$15.3K -209 -3%
DF
1937
Downshift Financial
Colorado
$545K -$880 -12 -0.2%
AWM
1938
Aries Wealth Management
Maine
$545K – – –
CP
1939
Capital Planning
Washington
$545K – – –
EI
1940
EFG International
$544K +$14.7K +200 +3%
1WA
1941
180 Wealth Advisors
Washington
$544K -$47.3K -645 -8%
TSW
1942
Thompson Siegel & Walmsley
Virginia
$542K +$36.1K +492 +8%
SCA
1943
STALEY CAPITAL ADVISERS
Pennsylvania
$541K -$7.34K -100 -1%
JSAM
1944
J. Safra Asset Management
New York
$540K – – –
CCM
1945
Collar Capital Management
Wisconsin
$540K -$73.4K -1,000 -13%
AIP
1946
ARS Investment Partners
New York
$540K – – –
EIP
1947
Essential Investment Partners
Colorado
$540K – – –
CJ
1948
Caitlin John
Michigan
$539K +$4.11K +56 +0.8%
PB
1949
Prime Buchholz
New Hampshire
$538K +$1.17K +16 +0.2%
HIC
1950
Holderness Investments Company
North Carolina
$537K – – –