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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
426
Wooster Corthell Wealth Management
Connecticut
$901K -$129K -4,815 -13%
OMC
427
Overbrook Management Corp
New York
$900K – – –
PA
428
Pinnacle Associates
New York
$900K +$7.21K +270 +0.9%
ASN
429
Advisory Services Network
Georgia
$874K -$157K -5,885 -16%
CFA
430
Carroll Financial Associates
North Carolina
$873K +$9.35K +350 +1%
DSC
431
Duncker Streett & Co
Missouri
$863K +$142K +5,310 +22%
AFWA
432
Ancora Family Wealth Advisors
Ohio
$860K – – –
BP
433
BBR Partners
New York
$856K -$32.1K -1,200 -4%
AIA
434
Alerus Investment Advisors
Minnesota
$839K -$40.7K -1,525 -5%
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$833K – – –
CAL
436
Capital Analysts LLC
Pennsylvania
$829K -$79.5K -2,975 -9%
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$826K – – –
GP
438
Girard Partners
Pennsylvania
$825K +$190K +7,095 +33%
ST
439
Somerset Trust
Pennsylvania
$820K -$7.88K -295 -1%
CBU
440
CIBC Bank USA
Illinois
$807K -$6.01K -225 -0.8%
EWA
441
Exencial Wealth Advisors
Oklahoma
$801K -$23.9K -895 -3%
CAM
442
Concorde Asset Management
Michigan
$797K +$738K +27,645 New
SCM
443
Sterling Capital Management
North Carolina
$784K +$68.5K +2,565 +10%
LIA
444
LBMC Investment Advisors
Tennessee
$774K +$44.1K +1,650 +7%
AWA
445
Arete Wealth Advisors
Illinois
$769K +$413K +15,455 +138%
BUB
446
BBVA USA Bancshares
Texas
$767K -$38.7K -1,450 -5%
CIA
447
CCM Investment Advisers
South Carolina
$754K -$254K -9,500 -27%
DC
448
Davenport & Co
Virginia
$747K -$182K -6,820 -21%
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$741K +$21.2K +795 +3%
1SB
450
1ST Source Bank
Indiana
$726K +$53.4K +2,000 +9%
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