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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Alaska Wealth Advisors
Alaska
$30.5M +$1.7M +51,295 +6%
FHA
127
First Horizon Advisors
Tennessee
$30.4M -$1.32M -39,765 -4%
BSB
128
Bangor Savings Bank
Maine
$30.3M -$344K -10,370 -1%
CWM
129
Connecticut Wealth Management
Connecticut
$30.2M +$3.61M +108,795 +15%
SS
130
Simplicity Solutions
Minnesota
$29.5M +$13.2M +397,805 +92%
DWA
131
Divergent Wealth Advisors
Utah
$29.5M -$19.2M -577,250 -41%
HFS
132
HBC Financial Services
Washington
$29.1M +$1.46M +44,000 +6%
JFA
133
JNBA Financial Advisors
Minnesota
$29.1M -$158K -4,770 -0.6%
CAM
134
Chandler Asset Management
California
$28.9M +$5.05M +151,950 +23%
CAL
135
Capital Analysts LLC
Pennsylvania
$28.9M -$2.83M -85,335 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$28.6M -$17.3M -520,085 -39%
DT
137
Diversified Trust
Tennessee
$28M -$1.3M -39,225 -5%
SOMRS
138
State of Michigan Retirement System
Michigan
$27.9M -$255K -7,690 -1%
Lazard Asset Management
139
Lazard Asset Management
New York
$27.9M -$2.25M -67,895 -8%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$27.8M +$2.12M +63,890 +9%
SWP
141
Stratos Wealth Partners
Ohio
$27.7M -$931K -28,045 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$27.5M
HW
143
Hancock Whitney
Mississippi
$27.1M -$1.43M -43,200 -5%
Citigroup
144
Citigroup
New York
$26.7M +$2.16M +64,970 +9%
AWC
145
Abundance Wealth Counselors
Pennsylvania
$26.5M +$75.4K +2,270 +0.3%
SPC
146
Sigma Planning Corp
Michigan
$26.3M +$260K +7,820 +1%
CIA
147
Capital Investment Advisors
Georgia
$26.1M -$580K -17,470 -2%
MA
148
MCF Advisors
Kentucky
$25.9M -$1.53M -46,105 -6%
PSUF
149
People's United Financial
Connecticut
$25.8M +$2.62M +78,830 +12%
TF
150
TimeScale Financial
Massachusetts
$25.7M -$190K -5,720 -0.8%