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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMT
76
Legacy Wealth Management (Tennessee)
Tennessee
$79.6M +$2.8M +58,035 +4%
UCFA
77
United Capital Financial Advisors
Texas
$78.3M -$2.76M -57,225 -3%
AIM
78
Acropolis Investment Management
Missouri
$74.4M +$399K +8,260 +0.5%
State Street
79
State Street
Massachusetts
$72.4M -$733K -15,175 -1%
BFPW
80
BOK Financial Private Wealth
Colorado
$71.9M -$20.3M -421,060 -22%
MIA
81
MainStreet Investment Advisors
Illinois
$71.3M -$5.31M -109,845 -7%
CWM
82
Cahaba Wealth Management
Georgia
$70.6M +$4.07M +84,345 +6%
Corient Private Wealth
83
Corient Private Wealth
Florida
$70.3M +$70.2M +1,452,535 New
FHB
84
First Hawaiian Bank
Hawaii
$70.2M +$2.76M +57,195 +4%
CWM
85
Connecticut Wealth Management
Connecticut
$69.9M +$3.94M +81,600 +6%
Bessemer Group
86
Bessemer Group
New Jersey
$69.7M -$73K -1,510 -0.1%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$69.5M +$418K +8,645 +0.6%
BPWM
88
Badgley Phelps Wealth Managers
Washington
$68.7M +$528K +10,930 +0.8%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$67.8M -$1.06M -21,955 -2%
VC
90
Vicus Capital
Pennsylvania
$63.8M +$419K +8,670 +0.7%
Comerica Bank
91
Comerica Bank
Texas
$63.6M -$290K -6,010 -0.5%
PFO
92
Pathstone Family Office
New Jersey
$62.8M -$161K -3,330 -0.3%
CAN
93
Cetera Advisor Networks
California
$62.6M +$20.7M +427,610 +49%
KAS
94
Kestra Advisory Services
Texas
$62.3M +$550K +11,390 +0.9%
LFS
95
Lutz Financial Services
Nebraska
$62.1M +$1.7M +35,225 +3%
PFM
96
Phillips Financial Management
Indiana
$61.5M +$1.35M +28,025 +2%
LF
97
Lee Financial
Texas
$60.6M +$1.19M +24,720 +2%
AFG
98
Arkansas Financial Group
Arkansas
$60.4M -$1.2M -24,810 -2%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$57.6M +$8.35M +172,815 +17%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$57.6M +$6.77M +140,130 +13%