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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
351
BSW Wealth Partners
Colorado
$12.4M +$201K +3,945 +2%
RSWM
352
Robertson Stephens Wealth Management
California
$12.4M +$2.95M +57,995 +30%
AMG
353
Asset Management Group
Connecticut
$12.4M +$42K +825 +0.3%
PIC
354
Platt Investment Counsel
Florida
$12.3M +$214K +4,195 +2%
LPAM
355
Lodestar Private Asset Management
California
$12.3M -$207K -4,055 -2%
TCOV
356
Trust Company of Vermont
Vermont
$12.3M -$62.4K -1,225 -0.5%
WS
357
Wela Strategies
Georgia
$12.2M +$5.07M +99,580 +69%
MSA
358
Marino Stram & Associates
Massachusetts
$12.2M +$89.2K +1,750 +0.7%
AWM
359
AAF Wealth Management
Massachusetts
$12.2M +$304K +5,970 +3%
WPW
360
Waldron Private Wealth
Pennsylvania
$12.1M -$6.09M -119,575 -33%
G
361
GenTrust
Florida
$12.1M -$3.82M -75,075 -24%
B
362
Bailard
California
$12.1M -$204K -3,995 -2%
EL
363
EWA LLC
Pennsylvania
$12M +$12.6M +248,150 New
CA
364
Centerpoint Advisors
Massachusetts
$12M +$145K +2,840 +1%
BFP
365
Beacon Financial Planning
Massachusetts
$12M +$328K +6,435 +3%
Prudential Financial
366
Prudential Financial
New Jersey
$11.9M +$3.32M +65,215 +33%
GIA
367
Gladstone Institutional Advisory
Florida
$11.9M -$1.1M -21,510 -8%
AWM
368
Avior Wealth Management
Nebraska
$11.9M +$1.1M +21,685 +10%
GPA
369
Guidance Point Advisors
Massachusetts
$11.8M +$119K +2,345 +1%
NPF
370
Norris Perne & French
Michigan
$11.8M +$463K +9,095 +4%
MWM
371
MTC Wealth Management
Florida
$11.8M -$1.18M -23,255 -9%
UWPG
372
Ullmann Wealth Partners Group
Florida
$11.7M -$250K -4,905 -2%
IWMA
373
Ironwood Wealth Management (Arizona)
Arizona
$11.5M +$136K +2,670 +1%
HSWM
374
Hubbell Strickland Wealth Management
Louisiana
$11.5M -$2.29M -44,870 -16%
PPW
375
PACK Private Wealth
Minnesota
$11.4M +$377K +7,400 +3%