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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
$40.4M -$631K -20,695 -2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$40.1M +$40.8M +1,336,215 New
SHGA
53
Sand Hill Global Advisors
California
$38.3M -$56.1K -1,840 -0.1%
JCM
54
Janney Capital Management
Pennsylvania
$38.2M -$593K -19,440 -2%
MWM
55
Modera Wealth Management
New Jersey
$38.2M -$571K -18,710 -1%
SWP
56
Stratos Wealth Partners
Ohio
$38M -$2.99M -98,070 -7%
Lazard Asset Management
57
Lazard Asset Management
New York
$38M -$8.1M -265,655 -17%
LWA
58
Lenox Wealth Advisors
New York
$37.8M -$2.64M -86,640 -6%
NG
59
NatWest Group
United Kingdom
$37.8M -$1.81M -59,420 -5%
CIA
60
Capital Investment Advisors
Georgia
$37.1M +$1.98M +65,045 +6%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$37.1M +$2.74M +89,965 +8%
BPB
62
Badgley, Phelps & Bell
Washington
$37.1M -$45.3K -1,485 -0.1%
EB
63
Eastern Bank
Massachusetts
$36.1M -$550K -18,025 -1%
PFM
64
Phillips Financial Management
Indiana
$35.7M +$346K +11,335 +1%
BP
65
Ballentine Partners
Massachusetts
$35.6M -$825K -27,040 -2%
CNB
66
City National Bank
Delaware
$35.4M -$689K -22,585 -2%
DIP
67
DT Investment Partners
Pennsylvania
$34.4M +$1.11M +36,420 +3%
Principal Financial Group
68
Principal Financial Group
Iowa
$34.4M +$497K +16,290 +1%
SMM
69
Stadion Money Management
Georgia
$34M -$37.4M -1,227,455 -52%
AFG
70
Arkansas Financial Group
Arkansas
$33.2M +$1.33M +43,665 +4%
SOMRS
71
State of Michigan Retirement System
Michigan
$33.2M +$5.49M +180,000 +19%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$32.9M +$1.18M +38,585 +4%
NMIS
73
Northwestern Mutual Investment Services
Wisconsin
$32.5M +$3.99M +130,665 +14%
BFA
74
BlackRock Fund Advisors
California
$32.3M +$2.07M +67,855 +7%
Truist Financial
75
Truist Financial
North Carolina
$31.6M +$4.83M +158,390 +18%