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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
451
Beacon Financial Planning
Massachusetts
$13M -$337K -5,239 -3%
FWTB
452
First Western Trust Bank
Colorado
$12.9M -$672K -10,452 -5%
KPWG
453
KFA Private Wealth Group
Virginia
$12.9M +$457K +7,113 +4%
HFS
454
Hopwood Financial Services
Virginia
$12.9M +$196K +3,051 +2%
CICC
455
Capital Investment Counsel (Colorado)
Colorado
$12.9M +$395K +6,148 +3%
GA
456
GFS Advisors
Texas
$12.9M +$419K +6,527 +3%
PCP
457
Panoramic Capital Partners
Oregon
$12.8M +$499K +7,761 +4%
CAL
458
Capital Analysts LLC
Pennsylvania
$12.8M +$667K +10,377 +6%
WAG
459
Winthrop Advisory Group
Massachusetts
$12.8M -$1.75M -27,299 -12%
DAS
460
Dynamic Advisor Solutions
Arizona
$12.7M -$7.88M -122,692 -39%
MWP
461
Madison Wealth Partners
Wisconsin
$12.5M +$95.7K +1,489 +0.8%
SIC
462
Sterling Investment Counsel
New York
$12.5M +$5.5M +85,564 +81%
OFG
463
Omega Financial Group
California
$12.5M +$452K +7,028 +4%
IWMA
464
Ironwood Wealth Management (Arizona)
Arizona
$12.5M -$124K -1,935 -1%
PA
465
Parallel Advisors
California
$12.4M +$507K +7,886 +4%
FCP
466
Fidelis Capital Partners
Florida
$12.4M +$969K +15,076 +9%
FF
467
Finley Financial
Nevada
$12.4M +$2.62M +40,758 +27%
JWCA
468
J.W. Cole Advisors
Florida
$12.3M -$459K -7,140 -4%
RF
469
Robinswood Financial
Washington
$12.3M -$1.37M -21,378 -10%
HR
470
Hardy Reed
Mississippi
$12.3M -$54K -840 -0.4%
HWM
471
HB Wealth Management
Georgia
$12.2M +$2.71M +42,225 +29%
MBT
472
Montecito Bank & Trust
California
$12.2M +$12M +186,379 New
AWM
473
AAF Wealth Management
Massachusetts
$12.1M +$297K +4,619 +3%
CAM
474
Campion Asset Management
Virginia
$12.1M +$232K +3,611 +2%
TD Asset Management
475
TD Asset Management
Ontario, Canada
$12M -$39.4M -613,716 -77%