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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$464M -$16.1M -267,548 -3%
WANY
27
Wealthspire Advisors (New York)
New York
$448M +$18.9M +313,929 +5%
RFC
28
Regions Financial Corp
Alabama
$447M -$11.2M -185,457 -3%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$441M +$755K +12,524 +0.2%
HighTower Advisors
30
HighTower Advisors
Illinois
$439M +$10.6M +175,076 +3%
AG
31
AlTi Global
New York
$402M +$2.9M +48,031 +0.8%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$389M -$233M -3,857,763 -38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$379M -$20.2M -334,927 -5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$376M +$405K +6,716 +0.1%
AA
35
Alesco Advisors
New York
$329M +$3.08K +51 +0%
NMIMC
36
Northwestern Mutual Investment Management Company
Wisconsin
$328M +$21.8M +360,765 +7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$314M -$3.23M -53,581 -1%
Creative Planning
38
Creative Planning
Kansas
$312M -$5.9M -97,761 -2%
US Bancorp
39
US Bancorp
Minnesota
$297M +$1.36M +22,515 +0.5%
CWM
40
Circle Wealth Management
New Jersey
$267M -$787K -13,058 -0.3%
BIM
41
Bridges Investment Management
Nebraska
$262M +$10.4M +172,226 +4%
MCM
42
MAI Capital Management
Ohio
$259M +$16.7M +277,692 +7%
HNB
43
Huntington National Bank
Ohio
$258M – – –
Cerity Partners
44
Cerity Partners
New York
$211M +$10.6M +175,104 +5%
Franklin Resources
45
Franklin Resources
California
$207M -$702K -11,638 -0.4%
Stifel Financial
46
Stifel Financial
Missouri
$206M +$3.65M +60,576 +2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$200M +$3.5M +58,116 +2%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$198M +$7.75M +128,487 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$195M +$61.2M +1,014,358 +48%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$192M +$32M +530,234 +21%
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