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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$46.7M +$2.25M +32,452 +5%
William Blair & Company
177
William Blair & Company
Illinois
$46.4M +$2.38M +34,344 +5%
NFG
178
Nadler Financial Group
Illinois
$46.4M +$1.6M +23,025 +3%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$45.3M
NEPPG
180
New England Professional Planning Group
Rhode Island
$45.3M +$934K +13,471 +2%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$44.6M -$1.91M -27,480 -4%
AT
182
American Trust
Kentucky
$44.5M +$602K +8,677 +1%
TC
183
Trilogy Capital
California
$44.3M +$649K +9,352 +1%
LBC
184
Lowe Brockenbrough & Co
Virginia
$43.3M +$2.43M +35,050 +6%
CC
185
Courier Capital
New York
$43M +$10.4M +150,289 +31%
JIC
186
Johnson Investment Counsel
Ohio
$42.9M +$676K +9,748 +2%
MIA
187
MainStreet Investment Advisors
Illinois
$42.9M -$1.37M -19,767 -3%
RFA
188
RTD Financial Advisors
Pennsylvania
$42.7M +$270K +3,897 +0.6%
CIA
189
Capital Investment Advisors
Georgia
$42.3M -$653K -9,414 -1%
FWIA
190
Fort Washington Investment Advisors
Ohio
$41.8M +$16.3M +234,931 +61%
GG
191
Greenwood Gearhart
Arkansas
$41.4M +$2.19M +31,619 +5%
SFA
192
Sequoia Financial Advisors
Ohio
$40.8M +$1.69M +24,389 +4%
CTA
193
Chesley Taft & Associates
Illinois
$40.8M -$300K -4,327 -0.7%
GBT
194
Grove Bank & Trust
Florida
$40.7M -$6.5M -93,736 -13%
FWA
195
FORM Wealth Advisors
Wisconsin
$40.3M -$6.29M -90,679 -13%
IAA
196
Independent Advisor Alliance
North Carolina
$40.2M +$39.1M +564,257 +1,777%
SWA
197
Sax Wealth Advisors
New Jersey
$40.1M
EWM
198
Evermay Wealth Management
Virginia
$40M -$1.44M -20,816 -3%
DWM
199
Diversify Wealth Management
Utah
$39.9M +$35.7M +514,884 +1,224%
DIP
200
DT Investment Partners
Pennsylvania
$39.6M +$739K +10,648 +2%