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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$23.8M -$461K -7,033 -2%
NW
302
NewEdge Wealth
Pennsylvania
$23.7M +$12.6M +191,701 +114%
NRI
303
NFP Retirement Inc
California
$23.7M +$805K +12,286 +4%
ATC
304
Argent Trust Co
Tennessee
$23.7M -$156K -2,379 -0.7%
NFT
305
Nan Fung Trinity
Hong Kong
$23.7M
SWA
306
Serenus Wealth Advisors
California
$23.7M +$804K +12,280 +4%
AWM
307
Altus Wealth Management
Kentucky
$23.7M +$320K +4,885 +1%
GT
308
Glenview Trust
Kentucky
$23.2M -$58.6K -895 -0.3%
PA
309
Pinnacle Associates
New York
$23.1M -$142K -2,169 -0.6%
WDL
310
Well Done LLC
Michigan
$23.1M +$16.8M +256,450 +275%
HG
311
Harbor Group
New Hampshire
$23M -$235K -3,581 -1%
LC
312
LTG Capital
Massachusetts
$23M +$7.9M +120,574 +53%
AB
313
ANB Bank
Colorado
$22.9M -$122K -1,865 -0.5%
NYLIM
314
New York Life Investment Management
New York
$22.8M +$8.95M +136,571 +65%
DADC
315
D.A. Davidson & Co
Montana
$22.6M -$4.05M -61,788 -15%
Brown Advisory
316
Brown Advisory
Maryland
$22.6M +$477K +7,285 +2%
FWA
317
FSM Wealth Advisors
Ohio
$22.6M +$792K +12,093 +4%
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$22.4M -$14.3K -219 -0.1%
WH
319
Whitcomb & Hess
Ohio
$22.4M +$1.16M +17,768 +6%
AAS
320
Ameritas Advisory Services
Nebraska
$22.4M +$1.98M +30,284 +10%
OGF
321
Orin Green Financial
California
$22.1M +$431K +6,582 +2%
RT
322
Rockland Trust
Massachusetts
$22.1M -$741K -11,307 -3%
ABWM
323
Alpine Bank Wealth Management
Colorado
$22M -$30.3K -463 -0.1%
CI
324
Conning Inc
Connecticut
$21.8M
CFS
325
CGC Financial Services
Oregon
$21.8M +$234K +3,565 +1%