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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Affinity Wealth Management
Delaware
$215K -$22.3K -915 -10%
FFA
402
First Foundation Advisors
California
$209K +$206K +8,425 New
VKH
403
Virtu KCG Holdings
New York
$208K +$205K +8,385 New
PGIM
404
Pacific Global Investment Management
California
$205K +$201K +8,250 New
OIA
405
Optimum Investment Advisors
Illinois
$204K +$201K +8,235 New
M
406
MOTCO
Texas
$189K – – –
BAM
407
Barrett Asset Management
New York
$174K – – –
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$172K – – –
WC
409
Whitnell & Co
Illinois
$159K – – –
FFC
410
First Financial Corp
Indiana
$158K -$20.1K -825 -11%
MWP
411
MYCIO Wealth Partners
Pennsylvania
$156K +$488 +20 +0.3%
TIM
412
Tortoise Investment Management
New York
$149K – – –
BBHC
413
Brown Brothers Harriman & Co
New York
$126K – – –
RFS
414
Rockefeller Financial Services
New York
$124K – – –
TCM
415
TD Capital Management
Tennessee
$117K +$6.71K +275 +6%
TSW
416
Thompson Siegel & Walmsley
Virginia
$105K +$76.3K +3,125 +283%
JG
417
Jefferies Group
New York
$98K – – –
CDIA
418
Capital Directions Investment Advisors
Georgia
$97K -$9.76K -400 -9%
ST
419
Smithfield Trust
Pennsylvania
$91K +$610 +25 +0.7%
JIC
420
Joel Isaacson & Co
New York
$90K – – –
WF
421
WealthTrust Fairport
Ohio
$83K -$27.5K -1,125 -25%
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$81K -$24.2K -990 -23%
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K – – –
WCM
424
Wealthcare Capital Management
Virginia
$66K +$3.05K +125 +5%
IAS
425
INR Advisory Services
Pennsylvania
$61K – – –
15 16
17
18 19