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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$20.9M +$1.07M +27,115 +6%
T
202
TrueFG
Texas
$20.7M +$19.9M +503,150 New
CA
203
Calton & Associates
Florida
$20.2M -$115K -2,900 -0.6%
DADC
204
D.A. Davidson & Co
Montana
$20.2M +$2.29M +57,695 +13%
HI
205
Human Investing
Oregon
$19.9M +$941K +23,745 +5%
BHWM
206
Bar Harbor Wealth Management
New Hampshire
$19.9M -$511K -12,885 -3%
TRCT
207
Tower Research Capital (TRC)
New York
$19.8M +$19M +480,585 New
SPIA
208
Steward Partners Investment Advisory
New York
$19.1M +$1.08M +27,190 +6%
SPP
209
Single Point Partners
Massachusetts
$19M +$18.3M +461,495 New
CTA
210
Chesley Taft & Associates
Illinois
$18.9M +$576K +14,540 +3%
HI
211
Hudock Inc
Pennsylvania
$18.7M +$97.1K +2,450 +0.5%
NEPPG
212
New England Professional Planning Group
Rhode Island
$18.7M +$18M +453,785 New
G
213
GenTrust
Florida
$18.6M +$438K +11,040 +3%
HFA
214
High Falls Advisors
New York
$18.4M +$617K +15,575 +4%
KFS
215
Kelly Financial Services
Massachusetts
$18.1M -$4.55M -114,775 -21%
AFA
216
American Financial Advisors
Georgia
$18.1M +$700K +17,660 +4%
FNBOH
217
First National Bank of Hutchinson
Kansas
$18.1M +$549K +13,855 +3%
BWA
218
BDO Wealth Advisors
Florida
$18M -$360K -9,090 -2%
CS
219
Comerica Securities
Michigan
$17.8M -$418K -10,560 -2%
RWP
220
RWA Wealth Partners
Massachusetts
$17.7M +$1.48M +37,320 +9%
TCM
221
Traynor Capital Management
Pennsylvania
$17.4M +$516K +13,015 +3%
FC
222
Fulcrum Capital
Washington
$17.3M +$1.1M +27,770 +7%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.2M +$3.97M +100,115 +32%
RWM
224
Ritholtz Wealth Management
New York
$17M +$871K +21,990 +6%
EH
225
Equitable Holdings
New York
$16.9M +$16.3M +410,085 New