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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
$41.6M -$373K -12,615 -0.9%
SWP
52
Stratos Wealth Partners
Ohio
$41.5M +$23.9M +808,270 +145%
NG
53
NatWest Group
United Kingdom
$40.1M -$478K -16,160 -1%
JCM
54
Janney Capital Management
Pennsylvania
$39.3M +$37.6M +1,271,200 +5,834%
MWM
55
Modera Wealth Management
New Jersey
$39.3M -$1.47M -49,575 -4%
SHGA
56
Sand Hill Global Advisors
California
$38.8M +$1.87M +63,120 +5%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$38.1M +$19M +643,830 +106%
BPB
58
Badgley, Phelps & Bell
Washington
$37.6M +$139K +4,710 +0.4%
EB
59
Eastern Bank
Massachusetts
$37.1M -$25.7M -868,320 -42%
BP
60
Ballentine Partners
Massachusetts
$36.9M -$680K -22,995 -2%
B
61
Baird
Wisconsin
$36.7M +$25.1M +846,970 +236%
CNB
62
City National Bank
Delaware
$36.5M -$5.44M -183,940 -13%
PFM
63
Phillips Financial Management
Indiana
$35.9M -$66.6K -2,250 -0.2%
CIA
64
Capital Investment Advisors
Georgia
$35.6M +$2.18M +73,590 +7%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$34.8M +$3.37M +113,845 +11%
Principal Financial Group
66
Principal Financial Group
Iowa
$34.3M -$6.7M -226,500 -17%
DIP
67
DT Investment Partners
Pennsylvania
$33.8M -$8.59M -290,400 -21%
AFG
68
Arkansas Financial Group
Arkansas
$32.3M -$1.84M -62,165 -6%
BWM
69
Braver Wealth Management
Massachusetts
$32.3M +$9.44M +319,230 +43%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$32.1M +$7.67M +259,210 +33%
DWM
71
Destination Wealth Management
California
$31.9M -$684K -23,135 -2%
PA
72
Planning Alternatives
Michigan
$31.2M +$836K +28,260 +3%
BFA
73
BlackRock Fund Advisors
California
$30.7M -$90.7M -3,064,825 -75%
GAIA
74
Global Atlantic Investment Advisors
Indiana
$30.6M +$10.3M +346,940 +53%
US Bancorp
75
US Bancorp
Minnesota
$30.1M +$340K +11,490 +1%