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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$33.5M +$3.23M +49,359 +11%
RAM
227
Robinhood Asset Management
California
$33.4M +$33.2M +506,215 New
WHG
228
Westwood Holdings Group
Texas
$33M -$6.38M -97,450 -16%
MT
229
Midwest Trust
Kansas
$32.9M +$633K +9,668 +2%
GLLW
230
Graves Light Lenhart Wealth
Virginia
$32.6M +$945K +14,419 +3%
CT
231
Coastline Trust
Rhode Island
$32.6M +$8.11M +123,864 +33%
VCM
232
Verde Capital Management
Michigan
$32.4M +$1.22M +18,643 +4%
UFAC
233
Urban Financial Advisory Corp
Illinois
$32.4M +$1.02M +15,640 +3%
NC
234
NewSquare Capital
Pennsylvania
$32.3M -$7.44M -113,564 -19%
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$32.2M +$419K +6,390 +1%
LFG
236
Leverty Financial Group
Wisconsin
$32.2M +$577K +8,806 +2%
CC
237
Courier Capital
New York
$32.1M +$1.12M +17,070 +4%
ETS
238
ESL Trust Services
New York
$32M -$9.44M -144,107 -23%
EWA
239
EP Wealth Advisors
California
$32M +$31.7M +484,377 New
FMWA
240
Forvis Mazars Wealth Advisors
Missouri
$31.8M -$1.13M -17,231 -3%
CAG
241
Crestwood Advisors Group
Massachusetts
$31.5M +$2.61M +39,828 +9%
SIC
242
Shoker Investment Counsel
Ohio
$31.3M +$197K +3,012 +0.6%
DA
243
Drake & Associates
Wisconsin
$31.2M +$2.93M +44,789 +10%
SWM
244
Stockman Wealth Management
Montana
$31.1M +$2.19M +33,391 +8%
VC
245
Vicus Capital
Pennsylvania
$30.8M -$13.2M -201,618 -30%
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$30.7M +$3.96M +60,394 +15%
NFG
247
Nations Financial Group
Iowa
$30.7M +$2.28M +34,764 +8%
Jane Street
248
Jane Street
New York
$30.7M +$10.3M +156,876 +51%
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$30.7M -$122K -1,868 -0.4%
FFA
250
Farther Finance Advisors
California
$30.4M +$8.69M +132,720 +41%