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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
151
Private Wealth Asset Management
Iowa
$57M +$70.5K +1,017 +0.1%
WPA
152
West Paces Advisors
Georgia
$56.8M -$418K -6,027 -0.7%
TFO
153
Tarbox Family Office
California
$56.2M -$11.6M -167,495 -17%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$56.2M +$7.04M +101,447 +14%
T
155
TrueFG
Texas
$56.1M +$39.1K +563 +0.1%
RCIM
156
Red Cedar Investment Management
Michigan
$54.8M -$946K -13,630 -2%
W
157
Wealthquest
Ohio
$54.5M +$1.38M +19,930 +3%
JFA
158
JNBA Financial Advisors
Minnesota
$54.2M -$1.15M -16,515 -2%
FTWA
159
Fifth Third Wealth Advisors
Ohio
$54M -$865K -12,473 -2%
BWP
160
BlueStem Wealth Partners
Minnesota
$53.9M +$19.3M +277,653 +53%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$52.7M -$609K -8,776 -1%
MWA
162
Midland Wealth Advisors
Illinois
$52.5M +$4.97M +71,579 +10%
RCA
163
Resonant Capital Advisors
Wisconsin
$52.4M +$290K +4,182 +0.5%
PGA
164
Portland Global Advisors
Maine
$52.4M +$1.53M +22,072 +3%
AWM
165
Apollon Wealth Management
South Carolina
$52.3M +$472K +6,810 +0.9%
CB
166
Commerce Bank
Missouri
$52.2M +$38.4M +553,963 +253%
MWM
167
Modera Wealth Management
New Jersey
$52.1M -$1.87M -26,934 -3%
VOYA Investment Management
168
VOYA Investment Management
Georgia
$50.2M -$11.1M -160,261 -18%
Lido Advisors
169
Lido Advisors
California
$49.6M -$13.1M -188,126 -20%
QCG
170
Quadrant Capital Group
Ohio
$49.4M +$588K +8,476 +1%
CBU
171
CIBC Bancorp USA
Illinois
$49.3M +$50.7M +730,471 New
SPP
172
Single Point Partners
Massachusetts
$48.3M +$355K +5,122 +0.7%
JWA
173
JFS Wealth Advisors
Pennsylvania
$48.2M +$194K +2,803 +0.4%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$47.9M -$1.69M -24,430 -3%
FBFS
175
First Business Financial Services
Wisconsin
$47.8M +$747K +10,762 +2%