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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
376
Voya Financial Advisors
Connecticut
$973K +$79.4K +2,730 +8%
WAM
377
Weatherly Asset Management
California
$967K -$2.18K -75 -0.2%
CBU
378
CIBC Bank USA
Illinois
$949K +$19.2K +660 +2%
CCG
379
Cypress Capital Group
Florida
$939K -$32.1K -1,105 -3%
BUB
380
BBVA USA Bancshares
Texas
$928K -$350K -12,035 -26%
SWM
381
Segment Wealth Management
Texas
$924K +$983K +33,825 New
CFA
382
Carroll Financial Associates
North Carolina
$879K +$27.3K +940 +3%
SWM
383
SVA Wealth Management
Wisconsin
$877K +$179K +6,170 +24%
FIG
384
Fusion Investment Group
Pennsylvania
$871K +$166K +5,725 +22%
BP
385
BBR Partners
New York
$858K -$316K -10,880 -26%
OMC
386
Overbrook Management Corp
New York
$853K – – –
FFSOTS
387
Fiduciary Financial Services of The Southwest
Texas
$852K -$140K -4,820 -13%
RIA
388
Regal Investment Advisors
Michigan
$823K -$2.12M -72,925 -71%
TC
389
Telemus Capital
Michigan
$818K +$2.76K +95 +0.3%
AFWA
390
Ancora Family Wealth Advisors
Ohio
$814K +$867K +29,805 New
RMCM
391
Reynders McVeigh Capital Management
Massachusetts
$812K +$55.5K +1,910 +7%
EWA
392
Exencial Wealth Advisors
Oklahoma
$801K -$17.3K -595 -2%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$788K – – –
ST
394
Somerset Trust
Pennsylvania
$788K +$51.3K +1,765 +7%
CAL
395
Capital Analysts LLC
Pennsylvania
$772K +$18.9K +650 +2%
PGFC
396
Peapack-Gladstone Financial Corp
New Jersey
$767K – – –
ACM
397
Aviance Capital Management
Florida
$764K +$813K +27,970 New
QCG
398
Quadrant Capital Group
Ohio
$761K +$96.8K +3,330 +13%
TI
399
Truepoint Inc
Ohio
$754K +$802K +27,595 New
MC
400
Middleton & Co
Massachusetts
$736K +$83.6K +2,875 +12%
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16
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