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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
601
Lebenthal Global Advisors
New York
$7.97M +$2.1M +32,724 +34%
MIM
602
MetLife Investment Management
New Jersey
$7.95M -$151K -2,350 -2%
SWA
603
Stratos Wealth Advisors
Ohio
$7.94M -$719K -11,205 -8%
GWMR
604
GC Wealth Management RIA
Massachusetts
$7.85M
AWM
605
Atticus Wealth Management
Florida
$7.81M +$227K +3,547 +3%
CWM
606
Cahill Wealth Management
Michigan
$7.79M +$3.27K +51 +0%
CT
607
Caldwell Trust
Florida
$7.77M +$693K +10,798 +9%
OWM
608
Olympus Wealth Management
Utah
$7.72M +$7.95M +123,971 New
FNBOH
609
First National Bank of Hutchinson
Kansas
$7.64M -$134K -2,090 -2%
PB
610
Pinnacle Bancorp
Nebraska
$7.62M +$148K +2,306 +2%
SFC
611
Strategic Financial Concepts
Texas
$7.59M +$3.19M +49,761 +69%
CCM
612
Canal Capital Management
Virginia
$7.57M +$39.2K +611 +0.5%
KPWG
613
KFA Private Wealth Group
Virginia
$7.57M +$1.76M +27,364 +29%
TDWM
614
Topel & Distasi Wealth Management
California
$7.56M +$49K +764 +0.6%
ACA
615
Affinity Capital Advisors
California
$7.55M +$574K +8,942 +8%
Chevy Chase Trust
616
Chevy Chase Trust
Maryland
$7.55M +$74.1K +1,155 +1%
LIA
617
Lynx Investment Advisory
District of Columbia
$7.53M +$1.01M +15,779 +15%
MWM
618
Mascoma Wealth Management
New Hampshire
$7.51M -$160K -2,487 -2%
CCWA
619
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.5M -$616K -9,600 -7%
FG
620
Fiduciary Group
Georgia
$7.41M -$595K -9,277 -7%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.4M +$195K +3,047 +3%
WG
622
Watchman Group
Texas
$7.36M -$88.1K -1,374 -1%
GWM
623
Global Wealth Management
New Jersey
$7.35M +$131K +2,047 +2%
EWA
624
Exencial Wealth Advisors
Oklahoma
$7.32M -$40.1K -626 -0.5%
LFAS
625
Level Four Advisory Services
Texas
$7.3M -$86.7K -1,352 -1%