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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
301
DHJJ Financial Advisors
Illinois
$18.7M -$13.7K -233 -0.1%
PSCM
302
Per Stirling Capital Management
Texas
$18.7M -$298K -5,069 -2%
PA
303
Pinnacle Associates
New York
$18.4M +$56.3K +958 +0.3%
DA
304
Drake & Associates
Wisconsin
$18.4M +$387K +6,579 +2%
CC
305
Courier Capital
New York
$18.4M +$192K +3,263 +1%
SIA
306
Soltis Investment Advisors
Utah
$18.3M -$122K -2,073 -0.7%
OGF
307
Orin Green Financial
California
$18.1M +$18.2M +309,858 New
ODIJL
308
One Day In July LLC
Vermont
$18.1M -$5.66M -96,338 -24%
Allspring Global Investments
309
Allspring Global Investments
North Carolina
$18M +$660K +11,235 +4%
HS
310
Horan Securities
United States
$17.9M +$1.33M +22,635 +8%
AGA
311
Arkos Global Advisors
Texas
$17.8M +$3.29M +55,946 +23%
PBF
312
Petix & Botte Financial
California
$17.6M +$1.7M +28,996 +11%
SB
313
Simmons Bank
Arkansas
$17.6M -$266K -4,532 -1%
GG
314
Greenwood Gearhart
Arkansas
$17.6M +$377K +6,415 +2%
VFIC
315
Valley Forge Investment Consultants
Pennsylvania
$17.5M +$393K +6,684 +2%
JSW
316
Journey Strategic Wealth
New Jersey
$17.5M -$97.8K -1,664 -0.6%
WH
317
Whitcomb & Hess
Ohio
$17.5M +$452K +7,698 +3%
LA
318
Lynch & Associates
Indiana
$17.4M +$368K +6,263 +2%
SW
319
SVB Wealth
Massachusetts
$17.4M -$9.48M -161,447 -35%
Principal Financial Group
320
Principal Financial Group
Iowa
$17.2M +$813K +13,836 +5%
GG
321
GenWealth Group
New Jersey
$17M +$214K +3,644 +1%
AWM
322
AAF Wealth Management
Massachusetts
$17M +$1.29M +22,040 +8%
CIM
323
CIM Investment Management
Pennsylvania
$17M -$286K -4,875 -2%
APW
324
Acima Private Wealth
Virginia
$16.9M +$1.28M +21,836 +8%
JF
325
JSF Financial
California
$16.9M -$2.32M -39,437 -12%