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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
501
Frontier Wealth Management
Missouri
$6.68M -$28.4K -510 -0.4%
PFA
502
Pettinga Financial Advisors
Indiana
$6.67M -$673K -12,085 -9%
KPWG
503
KFA Private Wealth Group
Virginia
$6.67M +$365K +6,550 +6%
SFG
504
Summit Financial Group
West Virginia
$6.65M +$303K +5,440 +5%
CFB
505
Cullen/Frost Bankers
Texas
$6.65M -$2.49M -44,790 -28%
IA
506
IFS Advisors
Kansas
$6.58M -$1.67M -29,915 -20%
TFA
507
Trinity Financial Advisors
Ohio
$6.55M +$6.44M +115,655 New
PB
508
Pinnacle Bancorp
Nebraska
$6.48M +$119K +2,130 +2%
BTWM
509
Baker Tilly Wealth Management
Wisconsin
$6.48M +$6.08M +109,140 +2,077%
OHWP
510
Oak Harbor Wealth Partners
North Carolina
$6.47M +$6.36M +114,330 New
GFS
511
GYL Financial Synergies
Connecticut
$6.42M +$753K +13,530 +14%
CFO
512
CVA Family Office
Colorado
$6.41M +$3.32M +59,695 +112%
APA
513
American Portfolios Advisors
New York
$6.4M +$2.41M +43,365 +62%
DC
514
Davenport & Co
Virginia
$6.37M +$113K +2,030 +2%
GT
515
Glenview Trust
Kentucky
$6.35M +$1.36M +24,390 +28%
SFP
516
Sterling Financial Planning
New Jersey
$6.34M -$275K -4,935 -4%
CI
517
Cambiar Investors
Colorado
$6.31M +$3.06M +54,905 +97%
SFA
518
Sequoia Financial Advisors
Ohio
$6.31M +$3.69M +66,270 +147%
CTA
519
Colonial Trust Advisors
South Carolina
$6.28M +$25.3K +455 +0.4%
CWM
520
Cornerstone Wealth Management
Missouri
$6.25M +$567K +10,195 +10%
CSA
521
Cottage Street Advisors
Massachusetts
$6.25M +$95.2K +1,710 +2%
FFWA
522
FRG Family Wealth Advisors
Washington
$6.24M -$203K -3,655 -3%
IF
523
Intrua Financial
Texas
$6.23M +$49K +880 +0.8%
DJYG
524
David J. Yvars Group
Florida
$6.21M -$458K -8,220 -7%
MIAN
525
Mariner Independent Advisor Network
Kansas
$6.21M -$674K -12,100 -10%