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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
351
ProVise Management Group
Florida
$8.95M -$142K -3,365 -2%
APW
352
Acima Private Wealth
Virginia
$8.9M +$581K +13,795 +8%
CGA
353
Crescent Grove Advisors
Illinois
$8.87M +$386K +9,170 +5%
Principal Financial Group
354
Principal Financial Group
Iowa
$8.85M +$381K +9,040 +5%
AAS
355
Avantax Advisory Services
Texas
$8.72M -$13.5M -320,185 -63%
AWM
356
Avior Wealth Management
Nebraska
$8.67M +$998K +23,690 +14%
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$8.61M -$761K -18,060 -9%
BG
358
Berry Group
Massachusetts
$8.59M +$520K +12,340 +7%
P
359
&Partners
Tennessee
$8.57M +$995K +23,620 +14%
Bank Julius Baer & Co
360
Bank Julius Baer & Co
Switzerland
$8.57M +$7.86M +186,550 New
PGWM
361
Parisi Gray Wealth Management
New Jersey
$8.56M +$7.58K +180 +0.1%
AA
362
Ancora Advisors
Ohio
$8.54M -$53.5K -1,270 -0.7%
RDFA
363
Ritter Daniher Financial Advisory
Ohio
$8.52M +$7.81M +185,420 New
CA
364
Centerpoint Advisors
Massachusetts
$8.49M -$248K -5,890 -3%
CFB
365
Cullen/Frost Bankers
Texas
$8.45M -$86.2K -2,045 -1%
GC
366
Grimes & Company
Massachusetts
$8.35M -$114K -2,715 -1%
JAG
367
Journey Advisory Group
Kentucky
$8.34M +$7.65M +181,480 New
RWRC
368
R.W. Roge & Company
New York
$8.29M -$89.5K -2,125 -1%
SG
369
StoneX Group
New York
$8.29M +$580K +13,760 +8%
RWMH
370
Riverpoint Wealth Management Holdings
Illinois
$8.27M -$81.1K -1,925 -1%
EWM
371
Evercore Wealth Management
New York
$8.26M +$580K +13,765 +8%
ANTB
372
AMG National Trust Bank
Colorado
$8.15M +$205K +4,860 +3%
TCM
373
Towercrest Capital Management
Pennsylvania
$8.15M +$48.2K +1,145 +0.7%
MWM
374
Marietta Wealth Management
Georgia
$8.13M -$187K -4,435 -2%
SIAM
375
Sterling Investment Advisors (Missouri)
Missouri
$8.1M -$114K -2,710 -2%