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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNB
51
City National Bank
Delaware
$38.1M +$17.9M +650,940 +96%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$38M +$26.5M +963,955 +264%
LWA
53
Lenox Wealth Advisors
New York
$36.4M +$2.56M +93,240 +8%
Lazard Asset Management
54
Lazard Asset Management
New York
$36M -$940K -34,220 -3%
BP
55
Ballentine Partners
Massachusetts
$36M -$4.98M -181,280 -13%
HNB
56
Huntington National Bank
Ohio
$35.3M
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$35.1M +$2.19M +79,730 +7%
BPB
58
Badgley, Phelps & Bell
Washington
$34.4M -$544K -19,810 -2%
BIM
59
BlackRock Investment Management
Delaware
$34.1M +$2.25M +81,740 +7%
SHGA
60
Sand Hill Global Advisors
California
$33.8M +$1.32M +48,165 +4%
DWM
61
Destination Wealth Management
California
$32.9M -$418K -15,225 -1%
TCT
62
TIAA CREF Trust
Missouri
$32.3M +$1.69M +61,480 +6%
PFM
63
Phillips Financial Management
Indiana
$32.2M +$19.4K +705 +0.1%
NEAM
64
New England Asset Management
Connecticut
$30.9M
AFG
65
Arkansas Financial Group
Arkansas
$30.3M +$628K +22,845 +2%
CIA
66
Capital Investment Advisors
Georgia
$29.9M +$507K +18,450 +2%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$29.2M -$520K -18,935 -2%
US Bancorp
68
US Bancorp
Minnesota
$27.3M +$48.8K +1,775 +0.2%
BUB
69
BBVA USA Bancshares
Texas
$27.1M -$482K -17,535 -2%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$26.9M +$248K +9,035 +1%
VF
71
Virtu Financial
New York
$26.8M +$25.7M +936,115 New
JMPWA
72
JP Morgan Private Wealth Advisors
California
$26M +$1.12M +40,665 +5%
WTNA
73
Wilmington Trust National Association
Delaware
$25.9M +$2.75M +99,950 +12%
TAT
74
TD Ameritrade Trust
Colorado
$25.5M -$2.64M -96,025 -10%
CCFCSB
75
Cape Cod Five Cents Savings Bank
Massachusetts
$24.8M +$382K +13,920 +2%