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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
376
Newton One Investments
Delaware
$22.7M -$456K -6,209 -2%
IFG
377
Independent Financial Group
California
$22.6M +$320K +4,363 +2%
AMG
378
Asset Management Group
Connecticut
$22.5M -$413K -5,633 -2%
RT
379
Rockland Trust
Massachusetts
$22.3M -$1.72M -23,409 -7%
AAP
380
Arax Advisory Partners
Colorado
$22.3M +$14.9M +202,616 +234%
DFA
381
DHJJ Financial Advisors
Illinois
$22.1M -$65.9K -898 -0.3%
AC
382
AlphaCore Capital
California
$22.1M -$1.55M -21,142 -7%
PIC
383
Platt Investment Counsel
Florida
$22.1M +$19.9K +271 +0.1%
NEAM
384
New England Asset Management
Connecticut
$22M +$480K +6,545 +2%
SCA
385
Sandy Cove Advisors
Massachusetts
$21.9M +$12M +164,026 +136%
BW
386
BostonPremier Wealth
Massachusetts
$21.8M +$643K +8,769 +3%
FNBOO
387
First National Bank of Omaha
Nebraska
$21.8M +$1.6M +21,819 +8%
FNT
388
First National Trust
Pennsylvania
$21.7M -$183K -2,493 -0.9%
MSA
389
Marino Stram & Associates
Massachusetts
$21.7M +$297K +4,054 +1%
KLI
390
Kelman-Lazarov Inc
Tennessee
$21.6M -$133K -1,809 -0.6%
SPC
391
Sigma Planning Corp
Michigan
$21.5M -$5.43M -73,953 -21%
CWAF
392
Core Wealth Advisors (Florida)
Florida
$21.3M +$236K +3,222 +1%
LIM
393
Leavell Investment Management
Alabama
$21.3M -$428K -5,830 -2%
SBH
394
Segall Bryant & Hamill
Illinois
$21.3M +$10.3M +140,521 +104%
AA
395
ALPS Advisors
Colorado
$21M -$24.2K -330 -0.1%
RCM
396
Richardson Capital Management
Wisconsin
$20.7M +$198K +2,692 +1%
EFM
397
Eley Financial Management
Vermont
$20.6M +$1.2M +16,321 +7%
WWM
398
Western Wealth Management
Colorado
$20.5M -$413K -5,629 -2%
CFIA
399
Cantor Fitzgerald Investment Advisors
New York
$20.5M -$116K -1,576 -0.6%
LPAM
400
Lodestar Private Asset Management
California
$20.4M +$108K +1,469 +0.6%
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16
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