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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$450M -$9.37M -165,551 -2%
CCA
27
Catalyst Capital Advisors
New York
$444M -$2.59M -45,746 -0.6%
MRC
28
Millburn Ridgefield Corp
New York
$444M -$2.59M -45,746 -0.6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$432M -$2.23M -39,334 -0.5%
HighTower Advisors
30
HighTower Advisors
Illinois
$415M +$4.15M +73,336 +1%
WANY
31
Wealthspire Advisors (New York)
New York
$410M -$958K -16,929 -0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$378M -$339K -5,995 -0.1%
AG
33
AlTi Global
New York
$369M +$14.5M +256,129 +4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$362M -$1.09M -19,278 -0.3%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$324M -$6.23M -110,092 -2%
AA
36
Alesco Advisors
New York
$321M +$8.47M +149,532 +3%
Creative Planning
37
Creative Planning
Kansas
$313M -$6.35M -112,115 -2%
US Bancorp
38
US Bancorp
Minnesota
$276M +$9.57M +168,976 +4%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$273M -$41.2M -727,130 -14%
CWM
40
Circle Wealth Management
New Jersey
$261M +$73.5K +1,298 +0%
HNB
41
Huntington National Bank
Ohio
$231M
MCM
42
MAI Capital Management
Ohio
$221M +$20.7M +365,259 +11%
Franklin Resources
43
Franklin Resources
California
$205M +$7.54M +133,126 +4%
Members Trust
44
Members Trust
Florida
$197M -$14.9M -263,292 -8%
Stifel Financial
45
Stifel Financial
Missouri
$195M +$11.4M +201,684 +7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$193M +$3.3M +58,331 +2%
Cerity Partners
47
Cerity Partners
New York
$193M -$129M -2,281,650 -42%
SWM
48
Spire Wealth Management
Virginia
$191M +$78.1K +1,379 +0.3%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$187M +$22.1M +390,574 +14%
MERSOM
50
Municipal Employees' Retirement System of Michigan
Michigan
$179M -$46.3M -817,289 -22%