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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
501
Joel Isaacson & Co
New York
$140K +$42.3K +1,500 +42%
MHS
502
M Holdings Securities
Oregon
$137K +$142K +5,025 New
CDIA
503
Capital Directions Investment Advisors
Georgia
$132K +$28.2K +1,000 +28%
TSW
504
Thompson Siegel & Walmsley
Virginia
$126K – – –
SAM
505
Shamrock Asset Management
Texas
$124K -$565K -20,040 -82%
TCM
506
TD Capital Management
Tennessee
$117K -$13.7K -485 -10%
VIA
507
Vantage Investment Advisors
Pennsylvania
$115K -$2.82K -100 -2%
JWA
508
JFS Wealth Advisors
Pennsylvania
$113K +$58.3K +2,070 +101%
CWM
509
Cranbrook Wealth Management
Michigan
$110K – – –
PIA
510
Peachtree Investment Advisors
Georgia
$109K +$112K +3,975 New
JG
511
Jefferies Group
New York
$108K +$111K +3,950 New
ZTNA
512
Zions Trust National Association
Utah
$106K – – –
ECM
513
Exchange Capital Management
Michigan
$105K +$17.6K +625 +19%
CLOS
514
Compagnie Lombard Odier SCmA
Switzerland
$102K – – –
ST
515
Smithfield Trust
Pennsylvania
$100K – – –
M
516
MOTCO
Texas
$100K +$64.7K +2,295 +169%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$97K – – –
SFSIG
518
San Francisco Sentry Investment Group
California
$96K – – –
OCM
519
One Capital Management
California
$93K +$95.4K +3,385 New
BBPWM
520
Blue Bell Private Wealth Management
Pennsylvania
$92K – – –
VFA
521
Virtus Fund Advisers
Connecticut
$86K -$412K -14,635 -82%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$81K +$21.1K +750 +34%
AWM
523
Avior Wealth Management
Nebraska
$78K +$141 +5 +0.2%
OC
524
Oakworth Capital
Alabama
$78K +$76.1K +2,700 New
WF
525
WealthTrust Fairport
Ohio
$75K – – –
19 20
21
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