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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
226
American Financial Advisors
Georgia
$24M -$212K -4,160 -0.9%
CI
227
Conning Inc
Connecticut
$23.8M
DT
228
Diversified Trust
Tennessee
$23.7M +$343K +6,725 +1%
EBT
229
Enterprise Bank & Trust
Massachusetts
$23.7M +$9.17M +180,000 +61%
CFO
230
Callan Family Office
Pennsylvania
$23.5M +$630K +12,370 +3%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$23.5M -$781K -15,320 -3%
AllianceBernstein
232
AllianceBernstein
Tennessee
$23.3M +$498K +9,765 +2%
LP
233
LGL Partners
Pennsylvania
$23.2M -$922K -18,095 -4%
WAS
234
Wealth Advisory Solutions
Indiana
$23.1M -$4.55M -89,290 -16%
DADC
235
D.A. Davidson & Co
Montana
$23.1M -$1.55M -30,425 -6%
DT
236
Daniels + Tansey
Delaware
$23.1M -$21.9K -430 -0.1%
SIC
237
Shoker Investment Counsel
Ohio
$22.7M -$216K -4,245 -0.9%
OC
238
Oppenheimer & Co
New York
$22.4M +$416K +8,160 +2%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$22.4M -$625K -12,265 -3%
GLLW
240
Graves Light Lenhart Wealth
Virginia
$22.2M +$906K +17,780 +4%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$2.77M +54,360 +14%
JAG
242
Journey Advisory Group
Kentucky
$22.1M +$5.77M +113,300 +35%
BA
243
Bristlecone Advisors
Washington
$21.8M +$1.73M +33,980 +8%
MSA
244
Mason Street Advisors
Wisconsin
$21.8M +$12.9M +254,000 +140%
TPCW
245
TD Private Client Wealth
New York
$21.8M +$3.03M +59,565 +16%
CAAS
246
Capital Asset Advisory Services
Michigan
$21.7M +$1.84M +36,115 +9%
PP
247
Pegasus Partners
Wisconsin
$21.4M +$2.24M +44,035 +11%
FWTB
248
First Western Trust Bank
Colorado
$21.4M -$1.59M -31,305 -7%
NFG
249
Nations Financial Group
Iowa
$21.3M +$172K +3,370 +0.8%
WSFS
250
Wilmington Savings Fund Society
Delaware
$21.1M -$752K -14,770 -3%