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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
501
Level Four Advisory Services
Texas
$14.2M +$339K +4,618 +3%
CT
502
Caldwell Trust
Florida
$14.1M +$815K +11,114 +6%
GWMIA
503
Global Wealth Management Investment Advisory
Florida
$14.1M +$926K +12,622 +7%
PIAS
504
PCA Investment Advisory Services
Ohio
$14M -$79.8K -1,088 -0.6%
NGA
505
Naples Global Advisors
Florida
$14M -$62.7K -855 -0.5%
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$13.9M -$99.9K -1,361 -0.7%
GC
507
Grimes & Company
Massachusetts
$13.9M +$54.2K +739 +0.4%
SQA
508
Simon Quick Advisors
New Jersey
$13.9M +$44.8K +610 +0.3%
SAM
509
Smithbridge Asset Management
Pennsylvania
$13.9M +$1.42M +19,353 +12%
JWCA
510
J.W. Cole Advisors
Florida
$13.9M +$13.2M +179,634 New
CWWM
511
Clear Wave Wealth Management
New Jersey
$13.8M +$228K +3,106 +2%
TA
512
Tectonic Advisors
Texas
$13.8M +$789K +10,750 +6%
JAG
513
Journey Advisory Group
Kentucky
$13.7M -$1.27M -17,352 -9%
RFO
514
RiverGlades Family Offices
Florida
$13.6M +$206K +2,814 +2%
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$13.6M -$809K -11,023 -6%
SA
516
SoundView Advisors
Washington
$13.6M -$64.3K -876 -0.5%
LNWTC
517
Laird Norton Wetherby Trust Company
Washington
$13.5M +$4.84M +65,913 +60%
ITB
518
Idaho Trust Bank
Idaho
$13.5M +$27.1K +369 +0.2%
ONB
519
Old National Bancorp
Indiana
$13.3M -$831K -11,327 -6%
RF
520
Robinswood Financial
Washington
$13.3M -$133K -1,816 -1%
CGFA
521
Colton Groome Financial Advisors
North Carolina
$13.3M +$435K +5,926 +4%
TFP
522
Townsend Financial Planning
Kentucky
$13.2M -$408K -5,559 -3%
KWM
523
Kingsview Wealth Management
Oregon
$13.2M +$692K +9,425 +6%
MHC
524
May Hill Capital
Massachusetts
$13.1M +$198K +2,697 +2%
APW
525
Alliance Private Wealth
Massachusetts
$13.1M -$873K -11,900 -7%