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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SVB Wealth
Massachusetts
$132M +$1.77M +32,955 +1%
BIM
52
Bridges Investment Management
Nebraska
$130M +$4.44M +82,620 +3%
LWA
53
Lenox Wealth Advisors
New York
$125M +$413K +7,675 +0.3%
APCM
54
Alaska Permanent Capital Management
Alaska
$118M -$1.41M -26,270 -1%
CFG
55
Citizens Financial Group
Rhode Island
$113M +$12.3M +229,230 +12%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$112M +$949K +17,640 +0.8%
GT
57
Greenleaf Trust
Michigan
$111M +$68.6K +1,275 +0.1%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$111M +$5.65M +105,050 +5%
SSB
59
Sandy Spring Bank
Maryland
$111M +$2.79M +51,865 +3%
LW
60
Linscomb Wealth
Texas
$103M -$654K -12,155 -0.6%
MML Investors Services
61
MML Investors Services
Massachusetts
$101M +$5.62M +104,540 +6%
HTC
62
Haverford Trust Company
Pennsylvania
$101M -$23.5M -436,135 -19%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$99.2M +$2.89M +53,665 +3%
BF
64
BOK Financial
Oklahoma
$98.2M +$100M +1,865,615 New
SIC
65
Sigma Investment Counselors
Michigan
$94.2M +$3.28M +61,010 +4%
State Street
66
State Street
Massachusetts
$92.8M -$201K -3,745 -0.2%
HighTower Advisors
67
HighTower Advisors
Illinois
$92.4M +$3.83M +71,240 +4%
UCFA
68
United Capital Financial Advisors
Texas
$91.1M +$421K +7,825 +0.5%
MIA
69
MainStreet Investment Advisors
Illinois
$90.6M -$5.07M -94,150 -5%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$90.2M -$603K -11,200 -0.6%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$87.6M +$2.97M +55,255 +3%
SHGA
72
Sand Hill Global Advisors
California
$87.6M +$3.59M +66,750 +4%
LWMT
73
Legacy Wealth Management (Tennessee)
Tennessee
$87.5M -$1.37M -25,495 -2%
BFPW
74
BOK Financial Private Wealth
Colorado
$86.3M +$2.08M +38,595 +2%
AIA
75
Ally Invest Advisors
North Carolina
$86.3M +$7.9M +146,825 +10%