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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Avondale Wealth Management
Texas
$18.7M +$507K +7,739 +3%
TCWA
377
Turtle Creek Wealth Advisors
Texas
$18.5M +$1.01M +15,399 +6%
IA
378
IFG Advisors
Missouri
$18.5M +$1.04M +15,817 +6%
AWA
379
Arkadios Wealth Advisors
Georgia
$18.5M +$2.79M +42,632 +18%
FNT
380
First National Trust
Pennsylvania
$18.4M +$135K +2,060 +0.7%
KFO
381
Kopp Family Office
Minnesota
$18.4M +$6.17M +94,206 +51%
PWM
382
Perigon Wealth Management
California
$18.4M -$668K -10,201 -4%
NAMI
383
Nomura Asset Management International
Pennsylvania
$18.3M +$18.1M +276,814 New
PIC
384
Platt Investment Counsel
Florida
$18.2M +$146K +2,223 +0.8%
TSWM
385
Triangle Securities Wealth Management
North Carolina
$18.2M +$9.54M +145,707 +111%
CFIA
386
Cantor Fitzgerald Investment Advisors
New York
$18.2M +$74.7K +1,141 +0.4%
MSA
387
Marino Stram & Associates
Massachusetts
$18M -$557K -8,499 -3%
KLI
388
Kelman-Lazarov Inc
Tennessee
$18M +$491K +7,502 +3%
Citigroup
389
Citigroup
New York
$17.9M -$10.9M -166,559 -38%
CWA
390
Clarity Wealth Advisors
California
$17.9M +$670K +10,229 +4%
BW
391
BostonPremier Wealth
Massachusetts
$17.9M +$1M +15,270 +6%
AQR Capital Management
392
AQR Capital Management
Connecticut
$17.8M +$4.31M +65,753 +32%
CWAF
393
Core Wealth Advisors (Florida)
Florida
$17.8M +$917K +14,002 +5%
HAS
394
Holland Advisory Services
Florida
$17.7M +$327K +4,986 +2%
RCM
395
Richardson Capital Management
Wisconsin
$17.5M -$1.75M -26,673 -9%
LPAM
396
Lodestar Private Asset Management
California
$17.4M +$133K +2,026 +0.8%
SB
397
Simmons Bank
Arkansas
$17.4M -$396K -6,045 -2%
AWP
398
Accretive Wealth Partners
New Jersey
$17.3M +$197K +3,015 +1%
IWM
399
IHT Wealth Management
Illinois
$17.3M +$314K +4,792 +2%
BFS
400
Burkett Financial Services
South Carolina
$17.2M +$314K +4,798 +2%