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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
1976
Avalon Trust
New Mexico
$336K +$221K +3,759 +227%
DCM
1977
Dimension Capital Management
Florida
$335K – – –
DHC
1978
Drum Hill Capital
Connecticut
$333K – – –
GHAM
1979
Gilman Hill Asset Management
Connecticut
$332K – – –
IAP
1980
Indie Asset Partners
Indiana
$331K +$46K +784 +17%
SW
1981
SkyOak Wealth
Michigan
$330K – – –
BKA
1982
Brick & Kyle Associates
Pennsylvania
$329K +$1.35M +23,000 New
RCM
1983
Requisite Capital Management
Texas
$328K – – –
RW
1984
RVW Wealth
California
$328K +$11.4K +194 +4%
SWM
1985
Segment Wealth Management
Texas
$327K -$3.82K -65 -1%
FC
1986
Forte Capital
New York
$327K -$14.7K -250 -5%
SIG
1987
Stonegate Investment Group
Alabama
$324K -$61.3K -1,044 -17%
BBPWM
1988
Blue Bell Private Wealth Management
Pennsylvania
$323K – – –
CP
1989
Canopy Partners
Ohio
$323K – – –
HFO
1990
Heritage Family Offices
Arizona
$321K – – –
EA
1991
Ellsworth Advisors
Ohio
$321K -$4.87K -83 -2%
BHB
1992
Bank Hapoalim BM
Israel
$320K – – –
JWM
1993
JGP Wealth Management
Oregon
$320K +$18.6K +317 +7%
MEG
1994
Millstone Evans Group
Colorado
$319K -$17.4K -297 -5%
TSW
1995
Thompson Siegel & Walmsley
Virginia
$319K -$5.46K -93 -2%
VC
1996
Veracity Capital
Georgia
$317K +$13.6K +232 +5%
HWP
1997
Hibernia Wealth Partners
Louisiana
$316K +$299K +5,101 New
WP
1998
WealthPLAN Partners
Nebraska
$314K -$111K -1,898 -27%
PP
1999
Patten & Patten
Tennessee
$314K -$110K -1,880 -27%
PIM
2000
Penobscot Investment Management
Massachusetts
$314K -$103K -1,750 -26%