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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
BigSur Wealth Management
Florida
$2.58M
PFM
502
Parsec Financial Management
North Carolina
$2.56M +$217K +5,630 +9%
BHIA
503
Birch Hill Investment Advisors
Massachusetts
$2.54M +$246K +6,370 +11%
FBA
504
Front Barnett Associates
Illinois
$2.51M -$65.9K -1,705 -3%
MAS
505
Madden Advisory Services
Florida
$2.51M
PGA
506
Portland Global Advisors
Maine
$2.51M -$52.1K -1,350 -2%
FNBT
507
FineMark National Bank & Trust
Florida
$2.5M +$91K +2,355 +4%
LFA
508
Legacy Financial Advisors
Kentucky
$2.47M +$323K +8,365 +16%
SWM
509
SVA Wealth Management
Wisconsin
$2.47M +$226K +5,855 +10%
AFG
510
Albion Financial Group
Utah
$2.44M -$573K -14,830 -19%
GP
511
Geneva Partners
Wisconsin
$2.42M -$58.5K -1,515 -2%
UBG
512
United Bank (Georgia)
Georgia
$2.42M +$95.6K +2,475 +4%
AC
513
Alley Company
Illinois
$2.4M -$1.74K -45 -0.1%
HT
514
Hefren-Tillotson
Pennsylvania
$2.39M -$1.35K -35 -0.1%
SNT
515
Security National Trust
West Virginia
$2.35M -$50.4K -1,305 -2%
BIM
516
Bridgecreek Investment Management
Oklahoma
$2.35M -$13.5K -350 -0.6%
Cerity Partners
517
Cerity Partners
New York
$2.33M -$164K -4,235 -7%
SFA
518
Sequoia Financial Advisors
Ohio
$2.32M -$11.6K -300 -0.5%
MWP
519
Moller Wealth Partners
$2.3M
PCMK
520
Paragon Capital Management (Kansas)
Kansas
$2.3M +$4.64M +120,205 +686%
SEI Investments
521
SEI Investments
Pennsylvania
$2.3M +$862K +22,320 +61%
BFM
522
Broadview Financial Management
Wisconsin
$2.29M -$130K -3,365 -5%
HPWM
523
Highland Private Wealth Management
Washington
$2.29M +$2.27M +58,825 New
Invesco
524
Invesco
Georgia
$2.27M -$51.6K -1,335 -2%
WB
525
WesBanco Bank
West Virginia
$2.25M +$121K +3,125 +6%