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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Connecticut Wealth Management
Connecticut
$121M +$5.03M +83,489 +4%
FT
77
Fiduciary Trust
Massachusetts
$115M +$2.59M +42,954 +2%
CWM
78
Cahaba Wealth Management
Georgia
$113M +$2.77M +45,966 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$113M +$3.09M +51,201 +3%
WT
80
Whittier Trust
California
$107M +$2.21M +36,610 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$104M +$8.34M +138,351 +9%
BPWM
82
Badgley Phelps Wealth Managers
Washington
$99.2M +$715K +11,860 +0.8%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$98.7M +$6.85M +113,532 +8%
AIM
84
Acropolis Investment Management
Missouri
$98.4M +$80.5K +1,335 +0.1%
LW
85
Linscomb Wealth
Texas
$96.9M -$2.51M -41,702 -3%
SPIA
86
Steward Partners Investment Advisory
New York
$95.7M +$3.51M +58,187 +4%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$95.3M +$1.45M +24,078 +2%
Fidelity International
88
Fidelity International
Bermuda
$95.2M -$3.35M -55,517 -4%
Bessemer Group
89
Bessemer Group
New Jersey
$90.8M -$7.37M -122,280 -8%
LFS
90
Lutz Financial Services
Nebraska
$90.2M +$766K +12,701 +0.9%
KAS
91
Kestra Advisory Services
Texas
$90.1M -$1.86M -30,805 -2%
FIB
92
First Interstate Bank
Montana
$89.9M +$1.87M +31,071 +2%
State Street
93
State Street
Massachusetts
$88.2M -$2.64M -43,800 -3%
LWMT
94
Legacy Wealth Management (Tennessee)
Tennessee
$87.8M -$1.79M -29,619 -2%
M&T Bank
95
M&T Bank
New York
$86.1M -$2.13M -35,322 -2%
KA
96
Klingman & Associates
New York
$84.7M +$3.11M +51,614 +4%
BFPW
97
BOK Financial Private Wealth
Colorado
$82.8M -$878K -14,562 -1%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$82.3M +$79.6M +1,320,477 New
FSC
99
Full Sail Capital
Oklahoma
$80.6M -$312K -5,173 -0.4%
LF
100
Lee Financial
Texas
$80M +$3.87M +64,152 +5%