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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evercore Wealth Management
New York
$11.1M +$278K +5,000 +3%
RDFA
377
Ritter Daniher Financial Advisory
Ohio
$11.1M +$54K +970 +0.5%
Principal Financial Group
378
Principal Financial Group
Iowa
$11.1M +$2.34M +42,000 +27%
GPA
379
Guidance Point Advisors
Massachusetts
$10.9M +$225K +4,045 +2%
LC
380
Lindbrook Capital
California
$10.9M +$10.7M +192,700 New
TC
381
TAP Consulting
Missouri
$10.9M +$493K +8,850 +5%
PPW
382
PACK Private Wealth
Minnesota
$10.9M +$10.7M +192,260 New
BCM
383
Brookstone Capital Management
Illinois
$10.8M -$3.59M -64,410 -25%
PCFFS
384
Pacific Center for Financial Services
California
$10.7M +$264K +4,740 +3%
ISWM
385
Independent Solutions Wealth Management
New York
$10.7M -$178K -3,195 -2%
NAM
386
NorthCrest Asset Manangement
Minnesota
$10.7M +$10.5M +189,070 New
CB
387
Community Bank
New York
$10.7M +$88.5K +1,590 +0.8%
TC
388
Titleist Capital
Texas
$10.6M +$10.5M +187,905 New
SIC
389
Sterling Investment Counsel
New York
$10.6M +$10.4M +187,480 New
Millennium Management
390
Millennium Management
New York
$10.6M +$2.79M +50,195 +37%
MWM
391
Marietta Wealth Management
Georgia
$10.6M +$198K +3,550 +2%
ANTB
392
AMG National Trust Bank
Colorado
$10.5M +$58.7K +1,055 +0.6%
KPWS
393
Kestra Private Wealth Services
Texas
$10.5M +$2.54M +45,695 +33%
AWM
394
Avior Wealth Management
Nebraska
$10.5M +$202K +3,635 +2%
TCBWMS
395
Texas Capital Bank Wealth Management Services
Texas
$10.5M +$42.6K +765 +0.4%
HR
396
Hardy Reed
Mississippi
$10.4M +$62.9K +1,130 +0.6%
TC
397
Telemus Capital
Michigan
$10.4M +$186K +3,340 +2%
GC
398
Grimes & Company
Massachusetts
$10.4M -$14.8K -265 -0.1%
LC
399
LTG Capital
Massachusetts
$10.3M +$10.2M +182,580 New
BWM
400
Boyd Wealth Management
California
$10.3M +$10.1M +181,775 New