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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$46.5M -$250K -6,230 -0.5%
TFO
102
Tarbox Family Office
California
$46.4M +$456K +11,350 +1%
CCFCSB
103
Cape Cod Five Cents Savings Bank
Massachusetts
$45.8M -$859K -21,380 -2%
UBS AM
104
UBS AM
Illinois
$45.4M +$75.4K +1,875 +0.2%
SMM
105
Stadion Money Management
Georgia
$45.1M -$3.65M -90,865 -7%
MWM
106
Modera Wealth Management
New Jersey
$44.5M -$29.9K -745 -0.1%
US Bancorp
107
US Bancorp
Minnesota
$44.2M -$199K -4,940 -0.4%
EWM
108
Evermay Wealth Management
Virginia
$43.7M +$54.3K +1,350 +0.1%
BPB
109
Badgley, Phelps & Bell
Washington
$43.6M -$1M -24,955 -2%
KA
110
Klingman & Associates
New York
$43M +$938K +23,325 +2%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$42.3M +$6.14M +152,755 +17%
BTS
112
BB&T Securities
Virginia
$41.8M -$1.16M -28,930 -3%
CFG
113
CKW Financial Group
Hawaii
$41.3M +$2.03M +50,470 +5%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$41.2M +$1.22M +30,280 +3%
LFS
115
Lutz Financial Services
Nebraska
$40.8M +$3.15M +78,390 +8%
PPA
116
Parametric Portfolio Associates
Washington
$39.4M -$2.75M -68,350 -7%
CFG
117
Citizens Financial Group
Rhode Island
$39.4M -$1.43M -35,695 -4%
DWM
118
Destination Wealth Management
California
$36.8M +$247K +6,155 +0.7%
CAL
119
Capital Analysts LLC
Pennsylvania
$36.8M -$221K -5,500 -0.6%
CAN
120
Cetera Advisor Networks
California
$36.5M +$6.35M +157,910 +21%
GC
121
Grimes & Company
Massachusetts
$36.3M +$39.4K +980 +0.1%
Lazard Asset Management
122
Lazard Asset Management
New York
$35.3M -$39.6K -985 -0.1%
FHB
123
First Hawaiian Bank
Hawaii
$35M -$431K -10,715 -1%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34.8M +$1.24M +30,945 +4%
BFA
125
Beaumont Financial Advisors
Massachusetts
$34.8M +$595K +14,810 +2%