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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1976
Alpha Omega Wealth Management
Virginia
$276K – – –
AC
1977
ASB Consultores
Florida
$275K – – –
MSS
1978
Mitchell Sinkler & Starr
Pennsylvania
$273K +$113K +1,875 +75%
Larson Financial Group
1979
Larson Financial Group
Missouri
$273K +$160K +2,645 +152%
AA
1980
Aufman Associates
Pennsylvania
$273K -$40K -663 -13%
AP
1981
Adero Partners
California
$272K – – –
VWA
1982
Visionary Wealth Advisors
Illinois
$272K -$34.1K -565 -11%
HWP
1983
Heritage Wealth Partners
Ohio
$272K +$784 +13 +0.3%
HDIM
1984
Hanson & Doremus Investment Management
Vermont
$272K – – –
VBFG
1985
Vishria Bird Financial Group
Tennessee
$271K – – –
IIA
1986
Integral Investment Advisors
California
$270K +$262K +4,340 New
LJAC
1987
L.J. Altfest & Co
New York
$270K +$8.2K +136 +3%
IAP
1988
Indie Asset Partners
Indiana
$270K +$261K +4,328 New
SP
1989
Symmetry Partners
Connecticut
$268K +$260K +4,307 New
FRA
1990
Frank Rimerman Advisors
California
$268K – – –
TCWM
1991
Total Clarity Wealth Management
Illinois
$267K -$23.9K -396 -8%
FF
1992
Francis Financial
$267K +$37.1K +616 +17%
ACM
1993
Absolute Capital Management
Pennsylvania
$267K -$364K -6,035 -59%
MAM
1994
Marquette Asset Management
Minnesota
$266K -$82.4K -1,366 -24%
AFA
1995
Alpha Financial Advisors
North Carolina
$266K +$258K +4,275 New
VP
1996
Verum Partners
North Carolina
$266K +$724 +12 +0.3%
MAM
1997
McLean Asset Management
Virginia
$264K +$60 +1 +0%
AP
1998
Atwood & Palmer
Missouri
$264K – – –
KA
1999
Kovack Advisors
Florida
$264K +$255K +4,234 New
SFM
2000
Signet Financial Management
New Jersey
$262K -$2.23K -37 -0.9%