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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
STMM
351
South Texas Money Management
Texas
$1.39M +$163K +5,330 +13%
NFG
352
Next Financial Group
Texas
$1.38M +$170K +5,585 +14%
BUB
353
BBVA USA Bancshares
Texas
$1.38M -$25.5M -836,970 -95%
WTC
354
WhitTier Trust Company
Nevada
$1.37M +$151K +4,960 +12%
TFCP
355
Twin Focus Capital Partners
Massachusetts
$1.35M +$67.9K +2,225 +5%
MCWS
356
McKinley Carter Wealth Services
West Virginia
$1.32M +$303K +9,920 +29%
WC
357
Whitnell & Co
Illinois
$1.32M +$1.14M +37,500 +585%
CIBC World Market
358
CIBC World Market
Ontario, Canada
$1.29M +$444K +14,560 +51%
BP
359
BBR Partners
New York
$1.27M -$344K -11,270 -21%
HW
360
Hancock Whitney
Mississippi
$1.26M
SFM
361
Signature Financial Management
Virginia
$1.26M
ASN
362
Advisory Services Network
Georgia
$1.25M -$356K -11,680 -22%
FHB
363
First Hawaiian Bank
Hawaii
$1.22M -$6.89M -225,960 -85%
PWLP
364
Prio Wealth Limited Partnership
Massachusetts
$1.18M +$574K +18,825 +91%
DT
365
Diversified Trust
Tennessee
$1.18M
TCOT
366
Trust Company of Toledo
Ohio
$1.15M +$717K +23,500 +159%
FNBT
367
FineMark National Bank & Trust
Florida
$1.14M +$32.8K +1,075 +3%
AWA
368
Arete Wealth Advisors
Illinois
$1.12M +$99.9K +3,275 +10%
BHBT
369
Burke & Herbert Bank & Trust
Virginia
$1.11M +$97.1K +3,185 +9%
NC
370
NewSquare Capital
Pennsylvania
$1.11M +$61.8K +2,025 +6%
FC
371
Financial Consulate
Maryland
$1.11M +$45.3K +1,485 +4%
SHWM
372
Smith & Howard Wealth Management
Georgia
$1.1M
1IA
373
1834 Investment Advisors
Wisconsin
$1.1M +$1.07K +35 +0.1%
WCWM
374
Wooster Corthell Wealth Management
Connecticut
$1.08M -$15.1K -495 -1%
FFSOTS
375
Fiduciary Financial Services of The Southwest
Texas
$1.08M