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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
226
Personal Wealth Partners
Minnesota
$11.1M +$239K +6,415 +2%
TC
227
Trilogy Capital
California
$11.1M -$2.27M -60,930 -15%
FWM
228
Fairhaven Wealth Management
Illinois
$11M +$1.91M +51,360 +16%
ETS
229
ESL Trust Services
New York
$10.8M -$190K -5,105 -1%
AF
230
Ally Financial
Michigan
$10.8M – – –
DW
231
Domani Wealth
Pennsylvania
$10.7M +$13.4M +359,310 +2,675%
SIAS
232
Shine Investment Advisory Services
Colorado
$10.7M +$4.5M +120,915 +48%
EH
233
Equitable Holdings
New York
$10.7M -$1.4M -37,625 -9%
CC
234
Courier Capital
New York
$10.6M +$129K +3,475 +1%
HC
235
HNP Capital
New York
$10.6M +$11.8M +317,115 +775%
RRC
236
Relaxing Retirement Coach
Massachusetts
$10.6M -$9.34M -251,260 -40%
FAG
237
Financial Advisory Group
Texas
$10.5M +$4.77M +128,220 +54%
LNC
238
Lincoln National Corp
Pennsylvania
$10.4M -$618K -16,610 -4%
SFG
239
StrategIQ Financial Group
Indiana
$10.3M +$438K +11,770 +3%
SB
240
Simmons Bank
Arkansas
$10.3M -$348K -9,365 -3%
GFS
241
GYL Financial Synergies
Connecticut
$10.3M -$5.91M -158,910 -31%
TF
242
Tompkins Financial
New York
$10.2M -$153K -4,120 -1%
GG
243
Gofen & Glossberg
Illinois
$10.1M +$4.27M +114,970 +49%
BWP
244
BSW Wealth Partners
Colorado
$10.1M +$2.05M +55,155 +19%
LIM
245
Leavell Investment Management
Alabama
$9.9M -$512K -13,775 -4%
TPCW
246
TD Private Client Wealth
New York
$9.64M +$1.36M +36,515 +12%
MFM
247
Mirsky Financial Management
New York
$9.6M +$540K +14,520 +5%
FBB
248
Fulton Breakefield Broenniman
Maryland
$9.4M +$1.23M +33,020 +11%
SIA
249
Sovereign Investment Advisors
Arizona
$9.35M – – –
NFG
250
Nations Financial Group
Iowa
$9.26M +$326K +8,770 +3%
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