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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
351
Ullmann Wealth Partners Group
Florida
$12.3M +$1.29M +23,205 +12%
OGF
352
Orin Green Financial
California
$12.2M +$653K +11,735 +5%
FMN
353
Financial Management Network
California
$12.1M +$284K +5,110 +2%
SBLIC
354
Security Benefit Life Insurance Company
Kansas
$12M +$2.12M +38,000 +22%
MBT
355
Montecito Bank & Trust
California
$11.9M -$246K -4,425 -2%
SIM
356
Stratos Investment Management
Ohio
$11.8M +$2.54M +45,700 +28%
FPFS
357
First Personal Financial Services
North Carolina
$11.7M -$106K -1,900 -0.9%
NAM
358
NTV Asset Management
West Virginia
$11.7M +$8.07K +145 +0.1%
EWA
359
Encompass Wealth Advisors
Oregon
$11.7M +$646K +11,605 +6%
HH
360
Hilltop Holdings
Texas
$11.6M +$1.12M +20,085 +11%
RF
361
Resolute Financial
Massachusetts
$11.6M +$11.4M +205,370 New
TCM
362
Towercrest Capital Management
Pennsylvania
$11.6M +$321K +5,775 +3%
First Trust Advisors
363
First Trust Advisors
Illinois
$11.6M +$986K +17,715 +9%
BOTW
364
Bank of the West
California
$11.4M -$158K -2,830 -1%
NPF
365
Norris Perne & French
Michigan
$11.4M -$1.12M -20,130 -9%
AIP
366
Ameritas Investment Partners
Nebraska
$11.4M -$203K -3,645 -2%
CA
367
Centerpoint Advisors
Massachusetts
$11.4M -$62.3K -1,120 -0.6%
CNC
368
Citizens & Northern Corp
Pennsylvania
$11.3M -$215K -3,860 -2%
ST
369
Smithfield Trust
Pennsylvania
$11.3M +$173K +3,105 +2%
AFS
370
AFG Fiduciary Services
Massachusetts
$11.3M +$11.1M +199,385 New
JAG
371
Journey Advisory Group
Kentucky
$11.3M +$734K +13,180 +7%
PBO
372
Peoples Bank (Ohio)
Ohio
$11.3M -$209K -3,750 -2%
NFG
373
Next Financial Group
Texas
$11.2M -$21.2K -380 -0.2%
WFA
374
Wellspring Financial Advisors
Ohio
$11.2M +$158M +2,831,975 +80%
APW
375
Acima Private Wealth
Virginia
$11.1M +$514K +9,230 +5%