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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
501
Parsec Financial Management
North Carolina
$3.51M +$132K +3,425 +4%
BFO
502
Biltmore Family Office
North Carolina
$3.5M +$248K +6,460 +8%
EIP
503
Ellis Investment Partners
Pennsylvania
$3.49M +$295K +7,675 +9%
BSW
504
Buckingham Strategic Wealth
Missouri
$3.47M -$197K -5,130 -5%
LPT
505
Legacy Private Trust
Wisconsin
$3.46M -$4.8K -125 -0.1%
PAG
506
Pinnacle Advisory Group
Maryland
$3.43M -$50.7K -1,320 -1%
AC
507
Alexandria Capital
Virginia
$3.43M -$72.3K -1,880 -2%
EWA
508
Exencial Wealth Advisors
Oklahoma
$3.4M +$121K +3,160 +4%
RPC
509
Rossmore Private Capital
Connecticut
$3.33M -$12.3K -320 -0.4%
VWM
510
Valley Wealth Managers
New Jersey
$3.32M -$102K -2,660 -3%
SCG
511
Sonata Capital Group
Washington
$3.3M
ST
512
Sabal Trust
Florida
$3.29M +$6.34K +165 +0.2%
BNP Paribas Financial Markets
513
BNP Paribas Financial Markets
France
$3.29M
FTI
514
Fiduciary Trust International
Massachusetts
$3.25M +$763K +19,860 +31%
SWM
515
SVA Wealth Management
Wisconsin
$3.24M +$142K +3,690 +5%
NDSI
516
Newman Dignan & Sheerar Inc
Rhode Island
$3.23M -$69.4K -1,805 -2%
JIP
517
Jaffetilchin Investment Partners
Florida
$3.23M -$393K -10,235 -11%
KLI
518
Kelman-Lazarov Inc
Tennessee
$3.21M +$471K +12,265 +17%
DI
519
DAGCO Inc
Ohio
$3.21M +$197K +5,135 +7%
BWM
520
BerganKDV Wealth Management
Minnesota
$3.2M -$19.2K -500 -0.6%
PPA
521
Parametric Portfolio Associates
Washington
$3.17M -$769K -20,010 -20%
PCM
522
Parsons Capital Management
Rhode Island
$3.12M +$17.3K +450 +0.6%
RIA
523
Regal Investment Advisors
Michigan
$3.09M -$126K -3,290 -4%
PMFA
524
Plante Moran Financial Advisors
Michigan
$3.09M +$44K +1,145 +1%
CTC
525
Central Trust Company
Missouri
$3.08M +$35.7K +930 +1%