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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Ameritas Advisory Services
Nebraska
$41.8M -$2.4M -38,693 -5%
TC
177
Trilogy Capital
California
$41.7M +$22.5M +361,650 +102%
SPP
178
Single Point Partners
Massachusetts
$41.2M +$944K +15,209 +2%
PGA
179
Portland Global Advisors
Maine
$41.2M +$1.37M +22,099 +3%
CAAS
180
Capital Asset Advisory Services
Michigan
$40.8M +$803K +12,936 +2%
JWA
181
JFS Wealth Advisors
Pennsylvania
$40.7M -$20.7K -333 -0%
AWM
182
Apollon Wealth Management
South Carolina
$40.2M +$7.88M +126,949 +23%
RCA
183
Resonant Capital Advisors
Wisconsin
$40.2M +$1.46M +23,543 +4%
CTA
184
Chesley Taft & Associates
Illinois
$40.1M +$289K +4,661 +0.7%
HW
185
Hancock Whitney
Mississippi
$40M +$7.28M +117,259 +21%
GL
186
Graypoint LLC
New York
$39.7M +$2.59M +41,738 +7%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$39.6M +$1.31M +21,132 +3%
EWM
188
Evermay Wealth Management
Virginia
$39.6M -$806K -12,977 -2%
AWS
189
Atria Wealth Solutions
New York
$39.4M -$342K -5,508 -0.8%
IB
190
Intrust Bank
Kansas
$38.8M +$2.71M +43,564 +7%
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$38.8M -$1.8M -29,016 -4%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$38.7M -$52M -837,999 -56%
BB
193
Bell Bank
North Dakota
$38.6M +$41.1M +662,366 New
FBB
194
Fulton Breakefield Broenniman
Maryland
$38.6M +$2.34M +37,686 +6%
BCWM
195
Bartlett & Co Wealth Management
Ohio
$38.2M +$2.83M +45,640 +7%
NFG
196
Nadler Financial Group
Illinois
$38.2M +$78.9K +1,271 +0.2%
AAS
197
Avantax Advisory Services
Texas
$37.5M +$1.33M +21,346 +3%
FWA
198
FORM Wealth Advisors
Wisconsin
$37.2M +$39.6M +638,284 New
NEPPG
199
New England Professional Planning Group
Rhode Island
$37.1M +$1.2M +19,296 +3%
SFS
200
Summit Financial Strategies
Ohio
$36.9M +$1.5M +24,134 +4%