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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
151
TrueFG
Texas
$53.4M +$826K +12,847 +2%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$53M +$2.65M +41,290 +5%
MFG
153
Magnus Financial Group
New York
$53M +$1.24M +19,293 +2%
AT
154
American Trust
Kentucky
$51.6M +$557K +8,669 +1%
JFA
155
JNBA Financial Advisors
Minnesota
$51.1M -$270K -4,209 -0.5%
TC
156
Trilogy Capital
California
$51M +$1.04M +16,173 +2%
PFM
157
Phillips Financial Management
Indiana
$50.5M -$418K -6,505 -0.8%
W
158
Wealthquest
Ohio
$50.4M +$642K +9,985 +1%
AWM
159
Apollon Wealth Management
South Carolina
$50.3M +$2.45M +38,166 +5%
SFS
160
Summit Financial Strategies
Ohio
$49.2M +$4.18M +64,974 +9%
HW
161
Hancock Whitney
Mississippi
$49.1M -$221K -3,446 -0.5%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$49.1M -$2.59M -40,364 -5%
RCA
163
Resonant Capital Advisors
Wisconsin
$48.4M +$2.97M +46,214 +7%
MFIM
164
Mesirow Financial Investment Management
Illinois
$47.8M +$3.89M +60,565 +9%
PGA
165
Portland Global Advisors
Maine
$47.5M +$1.28M +19,972 +3%
HW
166
HORAN Wealth
Ohio
$46.5M +$22.2M +344,784 +94%
BOS
167
Bank of Stockton
California
$46.5M -$792K -12,331 -2%
FBFS
168
First Business Financial Services
Wisconsin
$46M -$5.52M -85,948 -11%
SPP
169
Single Point Partners
Massachusetts
$45.9M +$824K +12,821 +2%
JWA
170
JFS Wealth Advisors
Pennsylvania
$45.4M +$3.98K +62 +0%
QCG
171
Quadrant Capital Group
Ohio
$45.1M +$1.85M +28,737 +4%
MIA
172
MainStreet Investment Advisors
Illinois
$44.8M -$2.5M -38,920 -5%
JAG
173
Journey Advisory Group
Kentucky
$44.6M +$36.8K +572 +0.1%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$44.2M -$2.52M -39,284 -5%
VC
175
Vicus Capital
Pennsylvania
$43.6M -$32.7M -509,298 -43%