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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Affiance Financial
Minnesota
$16.5M +$166K +3,350 +1%
RJT
302
Raymond James Trust
Florida
$16.4M +$696K +14,005 +5%
CASB
303
Cape Ann Savings Bank
Massachusetts
$16.4M -$151K -3,035 -1%
SIA
304
Soltis Investment Advisors
Utah
$16.4M +$31.8K +640 +0.2%
AFS
305
Aft Forsyth & Sober
Florida
$16.3M +$1.92M +38,550 +14%
FAIM
306
Financial Advocates Investment Management
Washington
$16.2M +$1.2M +24,120 +8%
OGF
307
Orin Green Financial
California
$16.1M +$610K +12,270 +4%
IB
308
Intrust Bank
Kansas
$16.1M +$325K +6,535 +2%
CC
309
Courier Capital
New York
$16.1M +$1.59M +31,905 +12%
PBF
310
Petix & Botte Financial
California
$16M +$7.95M +159,900 +110%
Principal Financial Group
311
Principal Financial Group
Iowa
$15.9M -$1.32M -26,555 -8%
BCI
312
Brinker Capital Investments
Pennsylvania
$15.7M -$698K -14,035 -4%
OPS
313
Orion Portfolio Solutions
Nebraska
$15.7M -$698K -14,035 -4%
KPWS
314
Kestra Private Wealth Services
Texas
$15.7M +$1.18M +23,650 +9%
FWM
315
FFT Wealth Management
Pennsylvania
$15.7M -$624K -12,555 -4%
VIA
316
Vantagepoint Investment Advisers
District of Columbia
$15.6M -$3.21M -64,500 -18%
GT
317
Glenmede Trust
Pennsylvania
$15.5M
GT
318
Glenview Trust
Kentucky
$15.4M +$492K +9,895 +3%
CA
319
Cambridge Advisors
Nebraska
$15.2M +$444K +8,935 +3%
LA
320
Lynch & Associates
Indiana
$15.2M -$105K -2,120 -0.7%
CIM
321
CIM Investment Management
Pennsylvania
$15.2M +$75.5K +1,520 +0.5%
CCM
322
Coldstream Capital Management
Washington
$15.1M -$445K -8,950 -3%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$15M +$1.36M +27,375 +11%
SG Americas Securities
324
SG Americas Securities
New York
$15M +$12.3M +247,145 +630%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M +$586K +11,785 +4%