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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Meridian Wealth Management
Kentucky
$11.8M -$135K -2,177 -1%
EWA
452
Encompass Wealth Advisors
Oregon
$11.7M +$399K +6,419 +3%
AWM
453
AAF Wealth Management
Massachusetts
$11.7M -$5.65M -91,023 -31%
SWM
454
Spire Wealth Management
Virginia
$11.6M -$2.46M -39,563 -17%
SAG
455
SageView Advisory Group
California
$11.6M +$3.48M +56,031 +39%
CFC
456
Coyle Financial Counsel
Illinois
$11.6M +$1.54M +24,859 +14%
RWMH
457
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$265K +4,269 +2%
CICC
458
Capital Investment Counsel (Colorado)
Colorado
$11.5M -$203K -3,275 -2%
WPW
459
Waldron Private Wealth
Pennsylvania
$11.5M -$112K -1,809 -0.9%
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$202K +3,247 +2%
SQA
461
Simon Quick Advisors
New Jersey
$11.5M -$200K -3,215 -2%
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$11.5M -$6.5M -104,667 -35%
FFA
463
Farther Finance Advisors
California
$11.5M +$4.04M +65,127 +50%
LHC
464
Little House Capital
Massachusetts
$11.4M +$2.83M +45,632 +30%
IA
465
IFG Advisors
Missouri
$11.4M +$1.69M +27,163 +16%
FHB
466
First Hawaiian Bank
Hawaii
$11.4M -$32.6M -524,785 -73%
GA
467
GFS Advisors
Texas
$11.2M +$343K +5,521 +3%
MBT
468
Montecito Bank & Trust
California
$11.2M +$24K +386 +0.2%
MHC
469
May Hill Capital
Massachusetts
$11.1M +$41K +660 +0.3%
PS
470
Principal Securities
Iowa
$11.1M
KPWG
471
KFA Private Wealth Group
Virginia
$11.1M +$4.26M +68,648 +57%
HR
472
Hardy Reed
Mississippi
$11.1M +$8.07K +130 +0.1%
MWP
473
Madison Wealth Partners
Wisconsin
$11.1M +$171K +2,760 +1%
KFP
474
KMG Fiduciary Partners
Ohio
$11.1M -$1.63M -26,298 -12%
HFS
475
Hopwood Financial Services
Virginia
$11M +$212K +3,420 +2%