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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
326
Orin Green Financial
California
$26.5M +$440K +5,994 +2%
WCFA
327
Walkner Condon Financial Advisors
Wisconsin
$26.4M +$2.24M +30,595 +10%
CL
328
Choreo LLC
Illinois
$26.4M -$1.03M -14,036 -4%
CFC
329
Coyle Financial Counsel
Illinois
$26.3M +$609K +8,305 +2%
PAS
330
Park Avenue Securities
New York
$26.3M +$25.1M +341,491 New
VAS
331
Vestmark Advisory Solutions
Massachusetts
$26.3M +$1.86M +25,338 +8%
SL
332
Salomon & Ludwin
Virginia
$26.3M -$611K -8,326 -2%
PA
333
Pinnacle Associates
New York
$26.1M -$335K -4,572 -1%
WH
334
Whitcomb & Hess
Ohio
$26M +$569K +7,755 +2%
CFS
335
CGC Financial Services
Oregon
$26M +$273K +3,727 +1%
CA
336
Centerpoint Advisors
Massachusetts
$25.9M +$584K +7,963 +2%
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
$25.9M +$5.37M +73,123 +28%
WSFS
338
Wilmington Savings Fund Society
Delaware
$25.7M -$825K -11,239 -3%
ABWM
339
Alpine Bank Wealth Management
Colorado
$25.6M -$20.8K -284 -0.1%
CI
340
Conning Inc
Connecticut
$25.5M
HTIM
341
Harbour Trust & Investment Management
Indiana
$25.5M +$193K +2,624 +0.8%
AWA
342
Arkadios Wealth Advisors
Georgia
$25.4M -$140K -1,912 -0.6%
TCA
343
Trifecta Capital Advisors
Illinois
$25.3M +$87.8K +1,196 +0.4%
TPCW
344
TD Private Client Wealth
New York
$25.1M -$350K -4,766 -1%
NFG
345
Nations Financial Group
Iowa
$25.1M -$9.74M -132,704 -29%
PPW
346
PACK Private Wealth
Minnesota
$24.9M +$138K +1,874 +0.6%
DADC
347
D.A. Davidson & Co
Montana
$24.9M -$360K -4,912 -1%
GT
348
Glenmede Trust
Pennsylvania
$24.9M -$199K -2,717 -0.8%
IA
349
IFG Advisors
Missouri
$24.9M +$1.74M +23,688 +8%
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$24.9M +$1.19M +16,169 +5%