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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
476
Petix & Botte Financial
California
$6.23M -$6.85M -138,720 -50%
GSWM
477
Greenup Street Wealth Management
Michigan
$6.18M +$3.52M +71,365 +109%
CFA
478
Cahill Financial Advisors
Minnesota
$6.12M +$36.3K +735 +0.5%
KOMWMG
479
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.12M +$834K +16,900 +14%
MA
480
MUFG Americas
New York
$6.09M -$235K -4,765 -3%
PG
481
Proffitt & Goodson
Tennessee
$6.08M +$393K +7,970 +6%
MCM
482
Magnolia Capital Management
New York
$6.07M
BOH
483
Bank of Hawaii
Hawaii
$6.05M
Chevy Chase Trust
484
Chevy Chase Trust
Maryland
$6M -$259K -5,245 -4%
CIAS
485
Capital Investment Advisory Services
North Carolina
$5.99M -$80K -1,620 -1%
GIA
486
GHP Investment Advisors
Colorado
$5.93M +$74K +1,500 +1%
WB
487
WesBanco Bank
West Virginia
$5.9M -$132K -2,665 -2%
HAC
488
Harbor Advisory Corp
New Hampshire
$5.88M +$1.13M +22,845 +21%
WS
489
Wela Strategies
Georgia
$5.85M +$373K +7,555 +6%
RWG
490
Regal Wealth Group
California
$5.83M -$43.7K -885 -0.7%
BTWM
491
Baker Tilly Wealth Management
Wisconsin
$5.79M +$151K +3,065 +2%
PMG
492
ProVise Management Group
Florida
$5.72M -$40.2K -815 -0.6%
AL
493
Aspiriant LLC
California
$5.71M -$243K -4,930 -4%
PTC
494
Private Trust Company
Ohio
$5.71M +$25.4K +515 +0.4%
SFA
495
Sequoia Financial Advisors
Ohio
$5.65M -$539K -10,915 -8%
CWM
496
Cahill Wealth Management
Michigan
$5.65M +$330K +6,690 +6%
HCM
497
Highview Capital Management
Illinois
$5.56M +$214K +4,345 +4%
PFA
498
Pettinga Financial Advisors
Indiana
$5.55M +$153K +3,105 +3%
MC
499
Middleton & Co
Massachusetts
$5.55M -$150K -3,040 -2%
SFP
500
Sandbox Financial Partners
Maryland
$5.55M +$146K +2,965 +2%