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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
526
Jefferies Group
New York
$6.08M +$2.34M +43,930 +63%
FWM
527
Frontier Wealth Management
Missouri
$5.99M -$134K -2,525 -2%
CWM
528
Congress Wealth Management
Massachusetts
$5.97M -$1.34M -25,090 -18%
MA
529
Montag & Associates
Georgia
$5.94M -$420K -7,885 -7%
CSA
530
Cottage Street Advisors
Massachusetts
$5.93M +$266 +5 +0%
FNBOO
531
First National Bank of Omaha
Nebraska
$5.92M +$605K +11,365 +11%
CTA
532
Colonial Trust Advisors
South Carolina
$5.91M -$39.9K -750 -0.7%
FFWA
533
FRG Family Wealth Advisors
Washington
$5.88M -$42.6K -800 -0.7%
SFG
534
Summit Financial Group
West Virginia
$5.87M -$433K -8,140 -7%
SSWM
535
Sheets Smith Wealth Management
North Carolina
$5.87M – – –
CWM
536
Cornerstone Wealth Management
Missouri
$5.85M -$65.8K -1,235 -1%
FH
537
FWG Holdings
Florida
$5.84M -$2.19M -41,055 -27%
FC
538
Ferris Capital
Massachusetts
$5.82M +$220K +4,125 +4%
FNBOSM
539
First National Bank of South Miami
Florida
$5.8M +$864K +16,220 +18%
SCM
540
SOL Capital Management
Maryland
$5.76M -$22.6K -425 -0.4%
SFP
541
Sterling Financial Planning
New Jersey
$5.76M -$251K -4,715 -4%
GWAM
542
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.75M +$365K +6,865 +7%
HAC
543
Harbor Advisory Corp
New Hampshire
$5.74M +$1.22M +22,865 +27%
TDWM
544
Topel & Distasi Wealth Management
California
$5.73M +$61K +1,145 +1%
TCM
545
Telos Capital Management
California
$5.71M +$139K +2,620 +3%
WCM
546
Washburn Capital Management
Florida
$5.66M – – –
BCM
547
Boltwood Capital Management
California
$5.64M +$63.9K +1,200 +1%
AF
548
AtlasMark Financial
Texas
$5.59M +$52.4K +985 +1%
PGFC
549
Peapack-Gladstone Financial Corp
New Jersey
$5.58M -$192K -3,615 -3%
LMIM
550
Lockheed Martin Investment Management
Maryland
$5.57M – – –
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