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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$30.3M -$397K -7,830 -1%
AAS
202
Avantax Advisory Services
Texas
$30M -$1.84M -36,365 -6%
NA
203
Nottingham Advisors
New York
$29.8M -$401K -7,905 -1%
CTA
204
Chesley Taft & Associates
Illinois
$29.7M +$1.56M +30,795 +6%
BFM
205
Boston Financial Management
Massachusetts
$29.4M -$339K -6,685 -1%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$29.3M -$52.7M -1,038,900 -66%
HI
207
Hudock Inc
Pennsylvania
$29M -$19.3K -380 -0.1%
FAG
208
Financial Advisory Group
Texas
$28.8M +$94.1K +1,855 +0.4%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$28.6M -$16.4M -323,505 -39%
DT
210
Diversified Trust
Tennessee
$28.5M +$982K +19,355 +4%
UFAC
211
Urban Financial Advisory Corp
Illinois
$28.3M +$25.9M +510,350 New
SL
212
Salomon & Ludwin
Virginia
$28.2M
EBT
213
Enterprise Bank & Trust
Massachusetts
$28.1M +$975K +19,215 +4%
Citigroup
214
Citigroup
New York
$28M -$10.9M -215,345 -30%
OSNBOA
215
Old Second National Bank of Aurora
Illinois
$28M -$302K -5,955 -1%
SWM
216
Spire Wealth Management
Virginia
$27.9M -$3M -59,195 -10%
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.5M +$10.6M +208,765 +73%
SWA
218
Sax Wealth Advisors
New Jersey
$27.1M -$1.79M -35,305 -7%
SIC
219
Shoker Investment Counsel
Ohio
$27.1M +$966K +19,055 +4%
NC
220
NewSquare Capital
Pennsylvania
$26.9M +$10.1M +199,355 +70%
Macquarie Group
221
Macquarie Group
Australia
$26.9M
GLLW
222
Graves Light Lenhart Wealth
Virginia
$26.8M +$362K +7,145 +1%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$26.8M +$435K +8,585 +2%
DADC
224
D.A. Davidson & Co
Montana
$26.6M +$685K +13,500 +3%
ECG
225
Edge Capital Group
Georgia
$26.5M -$3.09M -60,910 -11%