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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
376
Kelman-Lazarov Inc
Tennessee
$19M +$608K +8,762 +3%
NEAM
377
New England Asset Management
Connecticut
$18.8M +$1.5M +21,615 +8%
MSA
378
Marino Stram & Associates
Massachusetts
$18.7M +$281K +4,049 +1%
Citigroup
379
Citigroup
New York
$18.7M +$344K +4,964 +2%
BW
380
BostonPremier Wealth
Massachusetts
$18.5M +$204K +2,946 +1%
UBS AM
381
UBS AM
Illinois
$18.5M +$13.6M +196,230 +253%
CWAF
382
Core Wealth Advisors (Florida)
Florida
$18.5M +$292K +4,206 +2%
ALPS Advisors
383
ALPS Advisors
Colorado
$18.4M -$8.59M -123,792 -31%
Western Wealth Management
384
Western Wealth Management
Colorado
$18.3M +$3.69M +53,256 +24%
PAI
385
Pittenger & Anderson Inc
Nebraska
$18.3M +$1.44M +20,753 +8%
AWP
386
Accretive Wealth Partners
New Jersey
$18.2M +$525K +7,566 +3%
CFIA
387
Cantor Fitzgerald Investment Advisors
New York
$18.1M -$521K -7,507 -3%
CF
388
CBM Financial
Texas
$17.9M +$691K +9,968 +4%
RCM
389
Richardson Capital Management
Wisconsin
$17.9M +$33.7K +486 +0.2%
CASB
390
Cape Ann Savings Bank
Massachusetts
$17.9M +$773K +11,140 +4%
EWS
391
Evergreen Wealth Solutions
Pennsylvania
$17.9M +$18.4M +264,695 New
HAS
392
Holland Advisory Services
Florida
$17.9M -$217K -3,121 -1%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$17.7M +$3.54M +50,962 +24%
LPAM
394
Lodestar Private Asset Management
California
$17.7M -$89.1K -1,285 -0.5%
Curi RMB Capital
395
Curi RMB Capital
Illinois
$17.6M -$1.95M -28,144 -10%
SB
396
Simmons Bank
Arkansas
$17.5M -$313K -4,507 -2%
BFS
397
Burkett Financial Services
South Carolina
$17.5M -$140K -2,018 -0.8%
IHT Wealth Management
398
IHT Wealth Management
Illinois
$17.5M -$197K -2,844 -1%
SMC
399
Smith, Moore & Co
Missouri
$17.4M +$183K +2,643 +1%
First National Bank of Omaha
400
First National Bank of Omaha
Nebraska
$17.3M +$1.76M +25,352 +11%