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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Marietta Wealth Management
Georgia
$18.4M +$529K +8,768 +3%
WHG
327
Westwood Holdings Group
Texas
$18.3M +$13.3M +221,244 +304%
WH
328
Whitcomb & Hess
Ohio
$18.3M -$261K -4,333 -1%
LIM
329
Leavell Investment Management
Alabama
$18.3M +$380K +6,295 +2%
APW
330
Acima Private Wealth
Virginia
$18.3M +$266K +4,411 +2%
ST
331
Smithfield Trust
Pennsylvania
$18.2M +$463K +7,676 +3%
AWM
332
AAF Wealth Management
Massachusetts
$18.2M +$97.6K +1,619 +0.6%
NRI
333
NFP Retirement Inc
California
$18M +$644K +10,686 +4%
CIM
334
CIM Investment Management
Pennsylvania
$18M -$106K -1,750 -0.6%
CA
335
Cambridge Advisors
Nebraska
$17.9M +$617K +10,239 +4%
CT
336
Coastline Trust
Rhode Island
$17.8M -$6M -99,455 -26%
PA
337
Pinnacle Associates
New York
$17.7M -$15.1M -251,036 -80%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$17.5M +$40.1K +665 +0.2%
HTIM
339
Harbour Trust & Investment Management
Indiana
$17.3M +$1.24M +20,624 +8%
CFIA
340
Cantor Fitzgerald Investment Advisors
New York
$17.3M +$3.33M +55,302 +25%
FMN
341
Financial Management Network
California
$17.2M +$918K +15,217 +6%
PPW
342
PACK Private Wealth
Minnesota
$17.2M +$377K +6,249 +2%
DWA
343
Divergent Wealth Advisors
Utah
$17M +$585K +9,705 +4%
CASB
344
Cape Ann Savings Bank
Massachusetts
$16.9M +$226K +3,750 +1%
CGA
345
Crescent Grove Advisors
Illinois
$16.9M +$42K +696 +0.3%
BBHC
346
Brown Brothers Harriman & Co
New York
$16.8M +$8.06M +133,589 +98%
MCWS
347
McKinley Carter Wealth Services
West Virginia
$16.7M +$363K +6,022 +2%
IFG
348
Independent Financial Group
California
$16.5M +$437K +7,245 +3%
NPF
349
Norris Perne & French
Michigan
$16.5M +$306K +5,072 +2%
CA
350
Centerpoint Advisors
Massachusetts
$16.4M +$141K +2,335 +0.9%