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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Crewe Advisors
Utah
$49.6M +$2.23M +35,924 +4%
MWM
152
Modera Wealth Management
New Jersey
$49.6M -$1.88M -30,343 -3%
WPA
153
West Paces Advisors
Georgia
$49.4M +$982K +15,818 +2%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$48.3M -$1.64M -26,450 -3%
SCM
155
SCS Capital Management
Massachusetts
$47.6M +$50.5M +813,108 +24,640%
PWAM
156
Private Wealth Asset Management
Iowa
$47.5M +$50.6M +814,266 New
CWM
157
Congress Wealth Management
Massachusetts
$46.8M +$1.04M +16,741 +2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$46.5M +$1.29M +20,785 +3%
JFA
159
JNBA Financial Advisors
Minnesota
$46.4M +$1.44M +23,229 +3%
FBFS
160
First Business Financial Services
Wisconsin
$46.3M +$2.41M +38,779 +5%
PFM
161
Phillips Financial Management
Indiana
$46.1M -$2.76M -44,502 -5%
MW
162
Marcum Wealth
Ohio
$45.9M +$1.57M +25,281 +3%
T
163
TrueFG
Texas
$45.7M +$1.99M +31,982 +4%
MFG
164
Magnus Financial Group
New York
$45.2M +$1.85M +29,782 +4%
MW
165
MBL Wealth
North Carolina
$45.1M +$1.07M +17,193 +2%
AT
166
American Trust
Kentucky
$44.6M +$1.06M +17,065 +2%
AWM
167
Axxcess Wealth Management
California
$44.6M +$474K +7,632 +1%
GBT
168
Grove Bank & Trust
Florida
$44.3M +$344K +5,537 +0.7%
MIA
169
MainStreet Investment Advisors
Illinois
$44.3M -$1.45M -23,328 -3%
RIS
170
Retirement Income Solutions
Michigan
$44M -$7.48M -120,498 -14%
RFA
171
RTD Financial Advisors
Pennsylvania
$43.8M +$1.23M +19,876 +3%
JAG
172
Journey Advisory Group
Kentucky
$43M -$572K -9,213 -1%
QCG
173
Quadrant Capital Group
Ohio
$42.8M -$2.28M -36,665 -5%
W
174
Wealthquest
Ohio
$42.5M +$1.71M +27,543 +4%
BOS
175
Bank of Stockton
California
$42.4M -$1.5M -24,222 -3%