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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$31.4M +$3.84M +100,415 +14%
FAAS
127
First Allied Advisory Services
California
$30.9M +$4.1M +107,185 +15%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.9M +$1.57M +41,050 +5%
BOS
129
Bank of Stockton
California
$30.7M -$939K -24,555 -3%
WSFS
130
Wilmington Savings Fund Society
Delaware
$30.7M -$4.29M -112,275 -12%
CWM
131
Connecticut Wealth Management
Connecticut
$30.3M +$1.72M +44,835 +6%
Franklin Resources
132
Franklin Resources
California
$30.2M +$2.15M +56,105 +8%
BSB
133
Bangor Savings Bank
Maine
$29.8M +$2.3M +60,180 +8%
WI
134
Wintrust Investments
Illinois
$29.4M +$526K +13,745 +2%
Citigroup
135
Citigroup
New York
$29M +$3.49M +91,320 +14%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$28.7M +$6.71M +175,440 +30%
MIAN
137
Mariner Independent Advisor Network
Kansas
$28.6M +$14.1M +367,750 +93%
PI
138
Pachira Investments
California
$28.6M +$217K +5,675 +0.8%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$28.5M +$5.41M +141,530 +23%
DT
140
Diversified Trust
Tennessee
$28M +$3.04M +79,360 +12%
FWM
141
FFT Wealth Management
Pennsylvania
$27.7M +$1.87M +48,905 +7%
CONA
142
Capital One National Association
New York
$27.6M +$1.43M +37,340 +5%
LRIA
143
Leonard Rickey Investment Advisors
Washington
$27.4M +$803K +20,980 +3%
RWP
144
RWA Wealth Partners
Massachusetts
$27.4M -$4.75M -124,280 -15%
NMIMC
145
Northwestern Mutual Investment Management Company
Wisconsin
$26.9M -$5.03M -131,500 -15%
QIM
146
Quantitative Investment Management
Virginia
$26.3M -$17.8M -466,500 -40%
AF
147
Ally Financial
Michigan
$25.3M +$25.8M +675,000 New
FNT
148
First National Trust
Pennsylvania
$25.3M -$1.53M -39,955 -6%
PRS
149
Pinkerton Retirement Specialists
Idaho
$25.2M +$1.15M +30,130 +5%
TC
150
Trilogy Capital
California
$24.9M +$2.18M +57,080 +9%