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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
Ballentine Partners
Massachusetts
$46.7M +$239K +6,215 +0.5%
Bessemer Group
102
Bessemer Group
New Jersey
$46.6M -$1.6M -41,690 -3%
BPB
103
Badgley, Phelps & Bell
Washington
$46.5M +$2.2M +57,190 +5%
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$45.9M +$3.05M +79,385 +7%
LFS
105
Lutz Financial Services
Nebraska
$45.4M +$344K +8,950 +0.8%
MWM
106
Modera Wealth Management
New Jersey
$44.4M +$419K +10,910 +1%
WT
107
Whittier Trust
California
$43.4M +$3.46M +89,955 +9%
US Bancorp
108
US Bancorp
Minnesota
$43M +$5.13M +133,560 +14%
AA
109
ALPS Advisors
Colorado
$42.6M +$380K +9,875 +0.9%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$41M +$24M +623,235 +142%
HW
111
Hancock Whitney
Mississippi
$40.4M +$426K +11,080 +1%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$39.8M +$4.24M +110,220 +12%
AWM
113
Altium Wealth Management
New York
$39.5M +$3.93M +102,145 +11%
EWM
114
Evermay Wealth Management
Virginia
$39.1M +$674K +17,530 +2%
MSA
115
Mason Street Advisors
Wisconsin
$38.7M +$23.1M +600,500 +149%
CWM
116
Connecticut Wealth Management
Connecticut
$38.6M +$2.01M +52,265 +6%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$38.1M -$463K -12,045 -1%
BTS
118
BB&T Securities
Virginia
$38M +$626K +16,300 +2%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$37.9M -$150K -3,900 -0.4%
DWM
120
Destination Wealth Management
California
$37.8M +$902K +23,460 +2%
CFG
121
Citizens Financial Group
Rhode Island
$37.6M +$423K +11,000 +1%
NAM
122
NorthCoast Asset Management
Connecticut
$37.4M +$117K +3,040 +0.3%
AQR Capital Management
123
AQR Capital Management
Connecticut
$37.3M +$921K +23,955 +3%
CAL
124
Capital Analysts LLC
Pennsylvania
$36.2M +$884K +22,995 +3%
CFG
125
CKW Financial Group
Hawaii
$36M -$343K -8,925 -0.9%