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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$32.5M +$5.3M +104,025 +19%
CA
177
Crewe Advisors
Utah
$32M +$2.18M +42,810 +7%
MFG
178
Magnus Financial Group
New York
$31.8M +$165K +3,245 +0.5%
CIA
179
Capital Investment Advisors
Georgia
$31.3M -$1.15M -22,480 -3%
GBT
180
Grove Bank & Trust
Florida
$31.2M -$892K -17,515 -3%
AWE
181
Avidian Wealth Enterprises
Texas
$31.1M -$3.52M -69,095 -10%
PWLP
182
Prio Wealth Limited Partnership
Massachusetts
$31.1M +$360K +7,075 +1%
NEPPG
183
New England Professional Planning Group
Rhode Island
$30.9M +$759K +14,895 +2%
TF
184
TimeScale Financial
Massachusetts
$30.9M -$1.04M -20,380 -3%
RIS
185
Retirement Income Solutions
Michigan
$30.8M +$1M +19,690 +3%
W
186
Wealthquest
Ohio
$30.7M -$1.25M -24,575 -4%
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
$30.5M -$1.33M -26,085 -4%
SFS
188
Summit Financial Strategies
Ohio
$30.4M -$488K -9,570 -2%
HG
189
Harbor Group
New Hampshire
$30.3M +$569K +11,175 +2%
AWM
190
AE Wealth Management
Kansas
$30.3M +$5.01M +98,330 +19%
PGA
191
Portland Global Advisors
Maine
$30.1M +$2.18M +42,720 +8%
CG
192
Colony Group
Massachusetts
$30M -$4.65M -91,185 -13%
JIC
193
Johnson Investment Counsel
Ohio
$29.7M -$340K -6,670 -1%
AF
194
Allworth Financial
California
$28.8M +$6.46M +126,735 +28%
SL
195
Salomon & Ludwin
Virginia
$28.7M +$75.9K +1,490 +0.3%
AAS
196
Ameritas Advisory Services
Nebraska
$28.7M -$3.33M -65,295 -10%
AWS
197
Atria Wealth Solutions
New York
$28.4M -$1.38M -26,990 -5%
RCA
198
Resonant Capital Advisors
Wisconsin
$28.3M +$1.14M +22,440 +4%
MWM
199
Modera Wealth Management
New Jersey
$28.2M +$233K +4,565 +0.8%
NA
200
Nottingham Advisors
New York
$28.1M +$1.52M +29,820 +6%