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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$29.2M +$25M +441,768 +1,156%
AllianceBernstein
227
AllianceBernstein
Tennessee
$28.8M +$1.53M +27,107 +6%
WAS
228
Wealth Advisory Solutions
Indiana
$28.8M +$3.18M +56,180 +13%
PWM
229
Perigon Wealth Management
California
$28.5M +$1.03M +18,205 +4%
FTWA
230
Fifth Third Wealth Advisors
Ohio
$28.3M +$12.8M +225,553 +94%
EBT
231
Enterprise Bank & Trust
Massachusetts
$28.3M -$2.35M -41,486 -8%
IB
232
Intrust Bank
Kansas
$28.3M +$8.8M +155,479 +50%
MFIM
233
Mesirow Financial Investment Management
Illinois
$28.1M +$583K +10,300 +2%
YIA
234
YHB Investment Advisors
Connecticut
$27.9M +$1.17M +20,657 +5%
SW
235
SVB Wealth
Massachusetts
$27.9M +$2.64M +46,584 +11%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.9M -$2.13M -37,614 -8%
P
237
&Partners
Tennessee
$27.6M +$12.2M +215,593 +93%
BPA
238
Beacon Pointe Advisors
California
$27.5M -$847K -14,969 -3%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.3M +$594K +10,490 +2%
HI
240
Human Investing
Oregon
$27.3M +$524K +9,263 +2%
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$27.2M +$479K +8,452 +2%
Citadel Advisors
242
Citadel Advisors
Florida
$27.1M +$9.18M +162,194 +57%
CAI
243
Capital Advisors Inc
Oklahoma
$26.9M -$1.58M -27,921 -6%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$26.8M +$5.03M +88,917 +25%
CFO
245
Callan Family Office
Pennsylvania
$26.7M +$473K +8,359 +2%
William Blair & Company
246
William Blair & Company
Illinois
$26.3M +$963K +17,014 +4%
NFG
247
Nations Financial Group
Iowa
$26M +$556K +9,822 +2%
RC
248
Randolph Company
Ohio
$25.9M +$58.4K +1,032 +0.2%
SPC
249
Sigma Planning Corp
Michigan
$25.8M +$13.6M +240,877 +130%
RJT
250
Raymond James Trust
Florida
$25.8M +$1.92M +33,937 +9%