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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
576
Stanley-Laman Group
Pennsylvania
$975K -$9.84K -285 -1%
MBTD
577
Mechanics Bank - Trust Department
California
$963K – – –
RSA
578
Robertson Stephens Advisors
California
$947K -$261K -7,570 -22%
PL
579
Plancorp LLC
Missouri
$938K – – –
PWAG
580
Polaris Wealth Advisory Group
California
$919K +$912K +26,410 New
MFT
581
Moisand Fitzgerald Tamayo
Florida
$915K -$14.8K -430 -2%
AFP
582
Ausdal Financial Partners
Iowa
$912K -$895K -25,935 -50%
OMC
583
Overbrook Management Corp
New York
$912K -$173K -5,000 -16%
RG
584
Rathbones Group
United Kingdom
$901K -$67.8K -1,965 -7%
DW
585
Domani Wealth
Pennsylvania
$901K +$11.9K +345 +1%
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$901K +$551K +15,950 +160%
FFA
587
First Foundation Advisors
California
$890K – – –
HCMT
588
Highland Capital Management (Tennessee)
Tennessee
$871K +$72K +2,085 +9%
SG
589
StoneX Group
New York
$868K +$862K +24,960 New
VAM
590
Visionary Asset Management
Texas
$859K -$2.96M -85,800 -78%
AF
591
Alerus Financial
North Dakota
$835K – – –
ST
592
Spinnaker Trust
Maine
$829K +$106K +3,075 +15%
CCA
593
Clearwater Capital Advisors
Illinois
$815K +$80.4K +2,330 +11%
UBV
594
United Bank (Virginia)
Virginia
$814K +$429K +12,420 +113%
BWAM
595
Boyd Watterson Asset Management
Ohio
$812K +$267K +7,725 +49%
BFS
596
Bradley Foster & Sargent
Connecticut
$810K +$153K +4,430 +23%
KWM
597
Kingsview Wealth Management
Oregon
$804K +$132K +3,810 +20%
EVM
598
Eaton Vance Management
Massachusetts
$800K -$26.4K -765 -3%
FHC
599
First Heartland Consultants
Missouri
$798K +$171K +4,965 +28%
CBU
600
CIBC Bank USA
Illinois
$791K -$58.7K -1,700 -7%
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