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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
Diversified Trust
Tennessee
$20.5M -$870K -18,005 -4%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$20.5M +$12.1K +250 +0.1%
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$20.4M +$1.51M +31,150 +7%
WWM
229
Western Wealth Management
Colorado
$20.1M +$667K +13,790 +3%
WFA
230
Wipfli Financial Advisors
Wisconsin
$20.1M +$11.8M +243,725 +113%
GL
231
Graypoint LLC
New York
$19.9M -$1.63M -33,690 -7%
DT
232
Daniels + Tansey
Delaware
$19.8M -$184K -3,800 -0.8%
CI
233
Conning Inc
Connecticut
$19.5M
AAS
234
Avantax Advisory Services
Texas
$19.3M +$414K +8,570 +2%
NA
235
Nottingham Advisors
New York
$19.3M +$5.89M +121,815 +39%
AllianceBernstein
236
AllianceBernstein
Tennessee
$19.2M -$394K -8,155 -2%
SMC
237
Smith, Moore & Co
Missouri
$19.2M +$5.28M +109,225 +33%
LBC
238
Lowe Brockenbrough & Co
Virginia
$19.1M +$1.02M +21,130 +5%
FWTB
239
First Western Trust Bank
Colorado
$18.9M +$177K +3,670 +0.9%
TPCW
240
TD Private Client Wealth
New York
$18.8M -$94.8K -1,960 -0.5%
FWM
241
Fairhaven Wealth Management
Illinois
$18.6M -$361K -7,470 -2%
NFG
242
Nations Financial Group
Iowa
$18.6M +$122K +2,515 +0.6%
PFM
243
Parsec Financial Management
North Carolina
$18.4M -$2.38M -49,255 -10%
CS
244
Comerica Securities
Michigan
$18.4M -$74.2K -1,535 -0.4%
OC
245
Oppenheimer & Co
New York
$18.3M +$619K +12,800 +3%
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$18.3M +$1.45K +30 +0%
FNBT
247
FineMark National Bank & Trust
Florida
$18M +$1.13M +23,430 +6%
TCM
248
Twele Capital Management
Minnesota
$18M -$75.4K -1,560 -0.4%
HI
249
Human Investing
Oregon
$17.9M +$464K +9,595 +2%
KCM
250
Kanawha Capital Management
Virginia
$17.8M -$77.8K -1,610 -0.4%