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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
426
Beacon Financial Planning
Massachusetts
$13.6M -$7.5K -117 -0.1%
AFA
427
American Financial Advisors
Georgia
$13.6M -$355K -5,534 -2%
SW
428
SVB Wealth
Massachusetts
$13.6M +$14M +218,336 New
PAI
429
Pittenger & Anderson Inc
Nebraska
$13.6M +$514K +8,012 +4%
IW
430
Instrumental Wealth
Florida
$13.5M +$1.12M +17,413 +9%
GCA
431
Gallagher Capital Advisors
Texas
$13.5M +$13.9M +217,256 New
CTA
432
Colonial Trust Advisors
South Carolina
$13.5M +$488K +7,615 +4%
KFP
433
KMG Fiduciary Partners
Ohio
$13.5M +$800K +12,468 +6%
LC
434
LTG Capital
Massachusetts
$13.5M +$438K +6,833 +3%
WT
435
Washington Trust
Rhode Island
$13.4M +$1.55M +24,206 +13%
AWP
436
Accretive Wealth Partners
New Jersey
$13.3M +$40.8K +636 +0.3%
GGS
437
Galvin Gaustad & Stein
Arizona
$13.2M +$621K +9,678 +5%
CF
438
Centaurus Financial
California
$13.2M +$109K +1,698 +0.8%
HAS
439
Holland Advisory Services
Florida
$13.2M +$427K +6,664 +3%
Brown Advisory
440
Brown Advisory
Maryland
$13.1M +$2.02M +31,464 +18%
CWA
441
Consilio Wealth Advisors
Washington
$13.1M +$201K +3,127 +2%
NCM
442
Neumann Capital Management
California
$13M +$128 +2 +0%
SC
443
Scotia Capital
Ontario, Canada
$13M +$7.78M +121,310 +139%
AF
444
Advisornet Financial
Minnesota
$13M +$1.7M +26,558 +15%
RSWM
445
Robertson Stephens Wealth Management
California
$12.8M +$887K +13,824 +7%
SP
446
SWS Partners
Ohio
$12.7M -$449 -7 -0%
MWM
447
Meridian Wealth Management
Kentucky
$12.7M +$187K +2,914 +1%
RSA
448
River Street Advisors
Illinois
$12.7M +$994K +15,493 +8%
GWAM
449
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.6M +$531K +8,273 +4%
FWTB
450
First Western Trust Bank
Colorado
$12.6M -$474K -7,395 -4%