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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Windsor Capital Management
Arizona
$6.25M +$411K +15,380 +8%
LA
202
Lynch & Associates
Indiana
$6.24M -$88.3K -3,305 -2%
WCM
203
Weatherstone Capital Management
Colorado
$6.2M +$5.75M +215,120 New
NCM
204
Novare Capital Management
North Carolina
$6.18M -$298K -11,160 -5%
TWM
205
Torch Wealth Management
Ohio
$6.09M +$16.7K +625 +0.3%
JIC
206
Johnson Investment Counsel
Ohio
$6.03M +$470K +17,605 +9%
TCM
207
Towercrest Capital Management
Pennsylvania
$5.98M -$69.2K -2,590 -1%
GH
208
GAM Holding
Switzerland
$5.82M -$6.32M -236,485 -54%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$5.76M -$391K -14,650 -7%
CW
210
Cobiz Wealth
Colorado
$5.73M -$1.13M -42,325 -18%
NPC
211
National Planning Corporation
California
$5.7M -$4.34M -162,370 -45%
RWM
212
Rezny Wealth Management
Florida
$5.68M -$399K -14,940 -7%
WI
213
WrapManager Inc
California
$5.58M +$337K +12,600 +7%
CPA
214
Capital Planning Advisors
California
$5.55M -$194K -7,265 -4%
CAM
215
Capstone Asset Management
Texas
$5.55M -$121K -4,545 -2%
ICOA
216
Investment Centers of America
North Dakota
$5.5M +$645K +24,130 +14%
FPFS
217
First Personal Financial Services
North Carolina
$5.46M +$272K +10,185 +6%
SFI
218
SPC Financial Inc
Maryland
$5.44M -$2.04M -76,200 -29%
FPCM
219
Financial Partners Capital Management
New York
$5.33M -$870K -32,560 -15%
FAAS
220
First Allied Advisory Services
California
$5.32M +$1.66M +62,075 +51%
PJSIMP
221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.2M +$286K +10,710 +6%
BA
222
Bristlecone Advisors
Washington
$5.19M -$312K -11,695 -6%
PMG
223
ProVise Management Group
Florida
$5.12M +$109K +4,070 +2%
VFP
224
Verus Financial Partners
Virginia
$5.11M +$25K +935 +0.5%
DG
225
Davidson & Garrard
Virginia
$5.11M -$320K -11,985 -6%