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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
Western Wealth Management
Colorado
$11.9M -$43.7K -875 -0.4%
DWA
327
Divergent Wealth Advisors
Utah
$11.9M -$1.04M -20,845 -8%
NCM
328
Neumann Capital Management
California
$11.8M -$184K -3,680 -2%
SAG
329
Spotlight Asset Group
Illinois
$11.7M -$1.51M -30,280 -12%
MBT
330
Montecito Bank & Trust
California
$11.6M -$934K -18,705 -8%
WAG
331
Winthrop Advisory Group
Massachusetts
$11.6M +$1.28M +25,690 +13%
FMN
332
Financial Management Network
California
$11.6M -$532K -10,660 -5%
AWM
333
AAF Wealth Management
Massachusetts
$11.4M +$306K +6,120 +3%
ISWM
334
Independent Solutions Wealth Management
New York
$11.4M -$110K -2,205 -1%
FPFS
335
First Personal Financial Services
North Carolina
$11.3M -$628K -12,570 -5%
CB
336
Community Bank
New York
$11.3M -$1.02M -20,415 -9%
QI
337
QS Investors
New York
$11.2M -$18.3M -367,150 -63%
OGF
338
Orin Green Financial
California
$11.2M -$1.67M -33,465 -13%
NFG
339
Next Financial Group
Texas
$11.2M -$881K -17,640 -8%
WWM
340
Windsor Wealth Management
Indiana
$11.1M +$3.36M +67,225 +46%
ST
341
Smithfield Trust
Pennsylvania
$11M -$269K -5,385 -2%
WS
342
Wela Strategies
Georgia
$11M -$1.09M -21,895 -9%
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M -$311K -6,230 -3%
PBO
344
Peoples Bank (Ohio)
Ohio
$10.9M +$556K +11,140 +6%
CGA
345
Crescent Grove Advisors
Illinois
$10.9M +$825K +16,515 +9%
CB
346
Commerce Bank
Missouri
$10.8M +$2.29M +45,800 +28%
EWA
347
Encompass Wealth Advisors
Oregon
$10.7M +$2.78M +55,730 +39%
NAM
348
NTV Asset Management
West Virginia
$10.7M -$618K -12,375 -6%
P
349
&Partners
Tennessee
$10.6M +$817K +16,350 +9%
NA
350
NewEdge Advisors
Louisiana
$10.6M -$3.25K -65 -0%
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