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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
451
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.51M -$80.8K -2,040 -2%
HMC
452
Harvard Management Company
Massachusetts
$5.43M +$103K +2,590 +2%
RIG
453
Roosevelt Investment Group
New York
$5.42M +$144K +3,630 +3%
CI
454
Cavalier Investments
Georgia
$5.37M +$29.9K +755 +0.6%
SIC
455
Samalin Investment Counsel
New York
$5.36M +$5.16M +130,200 New
ASN
456
Advisory Services Network
Georgia
$5.27M -$605K -15,265 -11%
HWA
457
Heritage Wealth Advisors
Virginia
$5.27M +$47.2K +1,190 +0.9%
MSAM
458
Moloney Securities Asset Management
Missouri
$5.19M -$330K -8,315 -6%
TFCP
459
Twin Focus Capital Partners
Massachusetts
$5.19M +$707K +17,830 +16%
CF
460
Copperwynd Financial
Arizona
$5.18M -$2.95M -74,515 -37%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13M -$26.4K -665 -0.5%
CSA
462
Cottage Street Advisors
Massachusetts
$5.11M – – –
WP
463
WealthSource Partners
California
$5.07M +$299K +7,550 +7%
MCWS
464
McKinley Carter Wealth Services
West Virginia
$5.01M +$46.4K +1,170 +1%
VCM
465
Verde Capital Management
Michigan
$4.98M +$4.79M +120,930 New
SSW
466
Smith Shellnut Wilson
Mississippi
$4.97M +$154K +3,895 +3%
HR
467
Hardy Reed
Mississippi
$4.95M -$13.9K -350 -0.3%
MCM
468
Mattern Capital Management
Colorado
$4.94M +$4.76M +120,090 New
NL
469
NWAM LLC
Washington
$4.93M -$32.1K -810 -0.7%
FWCM
470
Ferguson Wellman Capital Management
Oregon
$4.9M -$8.92K -225 -0.2%
WANY
471
Wealthspire Advisors (New York)
New York
$4.89M +$4.22M +106,570 +867%
BCA
472
Berman Capital Advisors
Georgia
$4.88M +$37.6K +950 +0.8%
AA
473
Argent Advisors
Louisiana
$4.85M +$4.66M +117,595 New
WPW
474
Waldron Private Wealth
Pennsylvania
$4.82M +$117K +2,950 +3%
HWA
475
Hilltop Wealth Advisors
North Carolina
$4.81M +$4.63M +116,815 New
17 18
19
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