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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
Encompass Wealth Advisors
Oregon
$11.2M +$160K +3,005 +1%
RF
377
Resolute Financial
Massachusetts
$11.2M +$179K +3,355 +2%
MBT
378
Montecito Bank & Trust
California
$11M -$198K -3,725 -2%
GPA
379
Guidance Point Advisors
Massachusetts
$11M +$598K +11,235 +6%
FPFS
380
First Personal Financial Services
North Carolina
$11M -$153K -2,880 -1%
TC
381
Titleist Capital
Texas
$10.9M +$797K +14,970 +8%
RDFA
382
Ritter Daniher Financial Advisory
Ohio
$10.9M +$377K +7,075 +4%
TCM
383
Towercrest Capital Management
Pennsylvania
$10.9M -$125K -2,345 -1%
NAM
384
NTV Asset Management
West Virginia
$10.8M -$250K -4,690 -2%
CNC
385
Citizens & Northern Corp
Pennsylvania
$10.8M +$94.5K +1,775 +0.9%
PBO
386
Peoples Bank (Ohio)
Ohio
$10.8M +$146K +2,740 +1%
TC
387
TAP Consulting
Missouri
$10.8M +$474K +8,900 +5%
William Blair & Company
388
William Blair & Company
Illinois
$10.7M +$1.05M +19,765 +11%
PPW
389
PACK Private Wealth
Minnesota
$10.7M +$397K +7,465 +4%
BOTW
390
Bank of the West
California
$10.6M -$210K -3,950 -2%
AWM
391
Avior Wealth Management
Nebraska
$10.6M +$648K +12,170 +7%
GT
392
Glenview Trust
Kentucky
$10.5M +$4.42M +83,110 +74%
IWMA
393
Ironwood Wealth Management (Arizona)
Arizona
$10.5M -$1.54M -28,870 -13%
PCFFS
394
Pacific Center for Financial Services
California
$10.4M +$277K +5,210 +3%
FSA
395
Financial Sense Advisors
California
$10.4M +$1.22M +22,980 +13%
SIC
396
Sterling Investment Counsel
New York
$10.3M +$264K +4,960 +3%
CB
397
Community Bank
New York
$10.3M +$133K +2,490 +1%
SIM
398
Stratos Investment Management
Ohio
$10.3M -$886K -16,650 -8%
MWM
399
Marietta Wealth Management
Georgia
$10.1M +$142K +2,660 +1%
ISWM
400
Independent Solutions Wealth Management
New York
$10M -$154K -2,895 -2%