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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Titleist Asset Management
Texas
$25.8M +$9.51M +153,061 +53%
NFG
252
Nations Financial Group
Iowa
$25.6M +$105K +1,693 +0.4%
B
253
Bailard
California
$25.4M +$1.39M +22,308 +5%
ACM
254
Arcataur Capital Management
Wisconsin
$25M +$1.56M +25,076 +6%
VCM
255
Verde Capital Management
Michigan
$25M +$1.06M +17,037 +4%
ASN
256
Advisory Services Network
Georgia
$25M +$756K +12,176 +3%
CFP
257
Catalyst Financial Partners
Massachusetts
$24.9M +$986K +15,872 +4%
RC
258
Randolph Company
Ohio
$24.7M -$287K -4,629 -1%
AA
259
ALPS Advisors
Colorado
$24.7M +$193K +3,100 +0.7%
NYLIM
260
New York Life Investment Management
New York
$24.5M -$3.87M -62,389 -13%
WAS
261
Wealth Advisory Solutions
Indiana
$24.4M -$1.18M -19,048 -4%
NA
262
NewEdge Advisors
Louisiana
$24.4M -$1.2M -19,358 -4%
DCM
263
Dupont Capital Management
Delaware
$24.3M +$1.78M +28,624 +7%
BWP
264
BlueStem Wealth Partners
Minnesota
$24.2M -$25.4M -409,455 -50%
SWA
265
Serenus Wealth Advisors
California
$24.2M -$759K -12,217 -3%
BAMG
266
Brand Asset Management Group
Missouri
$24M +$477K +7,689 +2%
WFA
267
West Financial Advisors
Iowa
$23.5M +$725K +11,672 +3%
LP
268
LGL Partners
Pennsylvania
$23.4M +$252K +4,056 +1%
KCM
269
Kanawha Capital Management
Virginia
$23.2M -$138K -2,229 -0.6%
IFPL
270
Investments & Financial Planning LLC
Kentucky
$23.2M -$621 -10 -0%
FWIA
271
Fort Washington Investment Advisors
Ohio
$23M -$1.75M -28,204 -7%
Lido Advisors
272
Lido Advisors
California
$22.9M -$763K -12,283 -3%
MAM
273
Mullooly Asset Management
New Jersey
$22.9M +$24.4M +392,814 New
SF
274
Summit Financial
New Jersey
$22.8M +$12.1M +194,926 +99%
OIA
275
OneDigital Investment Advisors
Kansas
$22.8M -$71.2K -1,147 -0.3%