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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
2126
Harel Insurance Investments & Financial Services
Israel
$107K – – –
DMIC
2127
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106K +$99.1K +1,750 New
TFA
2128
Toth Financial Advisory
Virginia
$103K -$4.81K -85 -5%
BA
2129
Ballast Advisors
Minnesota
$103K -$2.55K -45 -3%
Optiver Holding
2130
Optiver Holding
Netherlands
$103K +$66.2K +1,170 +225%
AT
2131
Avalon Trust
New Mexico
$101K – – –
WIM
2132
Westside Investment Management
California
$100K +$57 +1 +0.1%
GWP
2133
Gen-Wealth Partners
Michigan
$98.7K +$92K +1,625 New
RIL
2134
Rothschild Investment LLC
Illinois
$95.7K – – –
ATC
2135
Advantage Trust Company
Kansas
$91.7K – – –
WAM
2136
WFA Asset Management
Wisconsin
$90.9K +$84.7K +1,496 New
RA
2137
Ransom Advisory
Rhode Island
$90.2K +$84.1K +1,485 New
PP
2138
PrairieView Partners
Minnesota
$90K – – –
IPW
2139
Impact Partnership Wealth
Georgia
$88.4K -$849 -15 -1%
KFS
2140
Kelly Financial Services
Massachusetts
$86.8K -$5.15K -91 -6%
HWA
2141
Heritage Wealth Advisors
Virginia
$86.6K – – –
HCM
2142
Highlander Capital Management
New Jersey
$82.6K – – –
AWM
2143
AllSquare Wealth Management
New York
$80.8K -$22.6K -400 -23%
MWA
2144
Moser Wealth Advisors
Washington
$77.4K – – –
FCMT
2145
Founders Capital Management (Texas)
Texas
$77.4K – – –
SIC
2146
SJS Investment Consulting
Ohio
$77.2K -$101K -1,789 -58%
AA
2147
Ashford Advisors
New York
$75.9K -$283K -5,000 -80%
NCTC
2148
New Covenant Trust Company
Indiana
$73.2K +$68.2K +1,205 New
GCM
2149
Gables Capital Management
Florida
$72.6K +$6.51K +115 +11%
WOC
2150
West Oak Capital
California
$70K – – –