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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
351
Wipfli Financial Advisors
Wisconsin
$12.3M +$12.2M +229,945 New
OGF
352
Orin Green Financial
California
$12.3M +$69.7K +1,310 +0.6%
MIAN
353
Mariner Independent Advisor Network
Kansas
$12.3M +$6.31M +118,600 +108%
HF
354
Halpern Financial
Virginia
$12.3M +$4.68M +87,975 +63%
IF
355
Ironwood Financial
Arizona
$12.2M +$223K +4,195 +2%
HH
356
Hilltop Holdings
Texas
$12.2M +$1.15M +21,510 +10%
TPWA
357
TRUE Private Wealth Advisors
Oregon
$12.1M -$6.45M -121,085 -34%
OPS
358
Orion Portfolio Solutions
Nebraska
$12M -$763K -14,330 -6%
RJT
359
Raymond James Trust
Florida
$12M -$7.99K -150 -0.1%
MSA
360
Mason Street Advisors
Wisconsin
$11.9M +$3.51M +66,000 +42%
RSWM
361
Robertson Stephens Wealth Management
California
$11.9M +$5.3M +99,605 +82%
FMN
362
Financial Management Network
California
$11.8M +$384K +7,210 +3%
JA
363
JVL Associates
Michigan
$11.8M +$2.26M +42,405 +24%
NCM
364
Neumann Capital Management
California
$11.7M +$36.2K +680 +0.3%
LC
365
Lindbrook Capital
California
$11.7M +$1.38M +25,855 +13%
AA
366
Ancora Advisors
Ohio
$11.7M -$877K -16,465 -7%
WWM
367
Windsor Wealth Management
Indiana
$11.6M -$384K -7,210 -3%
CA
368
Centerpoint Advisors
Massachusetts
$11.6M +$789K +14,820 +7%
CGA
369
Crescent Grove Advisors
Illinois
$11.6M -$3.38M -63,425 -23%
RVPG
370
Relative Value Partners Group
$11.5M +$4.15M +77,965 +57%
First Trust Advisors
371
First Trust Advisors
Illinois
$11.4M +$431K +8,100 +4%
MIM
372
MetLife Investment Management
New Jersey
$11.3M -$783K -14,700 -7%
ST
373
Smithfield Trust
Pennsylvania
$11.3M +$547K +10,275 +5%
LCOV
374
London Company of Virginia
Virginia
$11.3M -$9.87M -185,405 -47%
NPF
375
Norris Perne & French
Michigan
$11.2M +$410K +7,695 +4%