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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
301
Orion Portfolio Solutions
Nebraska
$13.1M -$11.2K -225 -0.1%
IWMA
302
Ironwood Wealth Management (Arizona)
Arizona
$13.1M -$1.72M -34,540 -12%
SMC
303
Smith, Moore & Co
Missouri
$13M +$479K +9,585 +4%
BFM
304
Boston Financial Management
Massachusetts
$13M -$293K -5,865 -2%
NPF
305
Norris Perne & French
Michigan
$13M +$677K +13,555 +6%
B
306
Bailard
California
$12.8M -$347K -6,950 -3%
PA
307
Paracle Advisors
Washington
$12.8M -$572K -11,460 -4%
FNT
308
First Nebraska Trust
Nebraska
$12.8M +$77.9K +1,560 +0.6%
G
309
GenTrust
Florida
$12.8M +$12.7M +255,255 New
GLLW
310
Graves Light Lenhart Wealth
Virginia
$12.7M +$136K +2,725 +1%
PI
311
Pachira Investments
California
$12.6M +$483K +9,670 +4%
SF
312
Symphony Financial
Texas
$12.5M +$6.16M +123,255 +245%
TCOV
313
Trust Company of Vermont
Vermont
$12.4M -$330K -6,605 -3%
TF
314
Tompkins Financial
New York
$12.4M +$1.69M +33,865 +17%
TPCW
315
TD Private Client Wealth
New York
$12.4M +$446K +8,935 +4%
SW
316
SVB Wealth
Massachusetts
$12.3M -$999K -20,000 -8%
MSA
317
Marino Stram & Associates
Massachusetts
$12.3M -$100K -2,005 -0.8%
CWAF
318
Core Wealth Advisors (Florida)
Florida
$12.3M +$743K +14,875 +7%
GL
319
Graypoint LLC
New York
$12.3M +$37.3M +747,730 +748%
KWMG
320
King Wealth Management Group
Florida
$12.1M +$9.73M +194,860 +508%
MW
321
MBL Wealth
North Carolina
$12.1M +$639K +12,805 +6%
CA
322
Calton & Associates
Florida
$12M -$6.14M -122,875 -35%
FFS
323
Founders Financial Securities
Maryland
$12M +$2.8M +56,040 +32%
NC
324
NewSquare Capital
Pennsylvania
$12M +$36.2K +725 +0.3%
AAS
325
Avantax Advisory Services
Texas
$11.9M +$1.88M +37,715 +20%