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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
701
NEPC LLC
Massachusetts
$3.51M
WPC
702
Wedmont Private Capital
Pennsylvania
$3.51M +$2.05M +42,335 +149%
UBG
703
United Bank (Georgia)
Georgia
$3.49M -$1.45K -30 -0%
BFS
704
Bard Financial Services
Connecticut
$3.49M
RWP
705
Revolve Wealth Partners
New Jersey
$3.46M -$721K -14,920 -17%
PWAG
706
Polaris Wealth Advisory Group
California
$3.46M +$72K +1,490 +2%
MSWM
707
McGlone Suttner Wealth Management
Wisconsin
$3.44M +$3.44M +71,185 New
GSB
708
Greenfield Savings Bank
Massachusetts
$3.42M +$24.2K +500 +0.7%
SFS
709
Sowell Financial Services
Arkansas
$3.4M +$3.4M +70,280 New
CI
710
CX Institutional
Indiana
$3.38M +$1.36M +28,230 +68%
FCB
711
First County Bank
Connecticut
$3.37M +$3.37M +69,760 New
FG
712
Fiduciary Group
Georgia
$3.37M +$974K +20,165 +41%
MWP
713
Moller Wealth Partners
$3.37M -$24.2K -500 -0.7%
MC
714
Middleton & Co
Massachusetts
$3.36M -$197K -4,075 -6%
CI
715
Cavalier Investments
Georgia
$3.35M +$1.07M +22,170 +47%
HCM
716
Hengehold Capital Management
Ohio
$3.35M +$201K +4,170 +6%
CBT
717
Central Bank & Trust
Kentucky
$3.34M +$21.7K +450 +0.7%
AFP
718
Alpha Financial Partners
Kentucky
$3.33M +$3.33M +68,910 New
TCA
719
Trifecta Capital Advisors
Illinois
$3.32M +$3.32M +68,665 New
NMG
720
New Millennium Group
Utah
$3.31M -$122K -2,520 -4%
HCC
721
Hirtle Callaghan & Co
Pennsylvania
$3.31M -$748K -15,480 -18%
MYIA
722
Mount Yale Investment Advisors
Colorado
$3.29M -$193K -4,000 -6%
Lido Advisors
723
Lido Advisors
California
$3.29M +$128K +2,640 +4%
FSG
724
Financial Strategies Group
Michigan
$3.27M -$138K -2,855 -4%
WWA
725
WC Walker & Associates
California
$3.27M +$1.32M +27,360 +77%