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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$37.7M +$76.1K +2,700 +0.2%
MWM
52
Modera Wealth Management
New Jersey
$37.6M -$139K -4,940 -0.4%
HNB
53
Huntington National Bank
Ohio
$35.9M
LWA
54
Lenox Wealth Advisors
New York
$35.5M +$382K +13,550 +1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$35.3M +$1.9M +67,410 +6%
BP
56
Ballentine Partners
Massachusetts
$34.2M -$191K -6,785 -0.5%
BPB
57
Badgley, Phelps & Bell
Washington
$33.3M +$453K +16,090 +1%
Lazard Asset Management
58
Lazard Asset Management
New York
$32M -$2.43M -86,345 -7%
BIM
59
BlackRock Investment Management
Delaware
$32M -$626K -22,215 -2%
TCT
60
TIAA CREF Trust
Missouri
$31.5M +$699K +24,805 +2%
VF
61
Virtu Financial
New York
$31.2M +$5.79M +205,515 +22%
Principal Financial Group
62
Principal Financial Group
Iowa
$29.9M -$6.93M -246,000 -18%
PFM
63
Phillips Financial Management
Indiana
$29.6M -$133K -4,735 -0.4%
CIA
64
Capital Investment Advisors
Georgia
$29.4M +$829K +29,405 +3%
DWM
65
Destination Wealth Management
California
$29.4M -$2.1M -74,525 -6%
NEAM
66
New England Asset Management
Connecticut
$29.3M -$282K -10,000 -0.9%
AFG
67
Arkansas Financial Group
Arkansas
$29.1M +$123K +4,380 +0.4%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$27.6M -$317K -11,255 -1%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$27.3M +$2.55M +90,575 +10%
US Bancorp
70
US Bancorp
Minnesota
$26.7M +$600K +21,305 +2%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$26.3M +$630K +22,360 +2%
SOMRS
72
State of Michigan Retirement System
Michigan
$26M +$7.55M +268,000 +39%
BUB
73
BBVA USA Bancshares
Texas
$24.8M -$1.08M -38,490 -4%
CCFCSB
74
Cape Cod Five Cents Savings Bank
Massachusetts
$24.7M +$1.11M +39,240 +5%
WCM
75
Weatherstone Capital Management
Colorado
$24.7M +$9.82M +348,590 +63%