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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
651
Citizens National Bank Trust Department
Mississippi
$4.05M -$1.45M -26,025 -27%
BHIA
652
Birch Hill Investment Advisors
Massachusetts
$4.03M -$51.2K -920 -1%
AWA
653
Arete Wealth Advisors
Illinois
$4.01M -$40.4K -725 -1%
CGFA
654
Colton Groome Financial Advisors
North Carolina
$4.01M +$2.28M +40,920 +137%
LWMNY
655
Landmark Wealth Management (New York)
New York
$4M +$3.56M +63,935 New
WAM
656
Weinberger Asset Management
California
$4M +$3.93M +70,625 New
PA
657
PFG Advisors
Arizona
$3.99M -$20.9K -375 -0.5%
EWA
658
EP Wealth Advisors
California
$3.98M +$1M +18,030 +35%
TRCT
659
Tower Research Capital (TRC)
New York
$3.97M -$20.5M -368,995 -84%
CPA
660
Clear Perspective Advisors
Illinois
$3.97M +$19.8K +355 +0.5%
MWP
661
Moller Wealth Partners
$3.97M -$15K -270 -0.4%
BHCM
662
Brevan Howard Capital Management
Jersey
$3.96M +$3.9M +70,000 New
TA
663
TruWealth Advisors
Louisiana
$3.96M +$239K +4,290 +7%
SIAP
664
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.94M -$48.7K -875 -2%
JG
665
Jefferies Group
New York
$3.93M -$167K -2,995 -4%
BFO
666
Boston Family Office
Massachusetts
$3.93M +$61.8K +1,110 +2%
SWP
667
Summit Wealth Partners
Florida
$3.92M +$271K +4,875 +8%
EFS
668
Essex Financial Services
Connecticut
$3.91M +$1.95K +35 +0.1%
BIP
669
Blueprint Investment Partners
North Carolina
$3.9M +$3.83M +68,865 New
ONB
670
Old National Bancorp
Indiana
$3.9M -$482K -8,665 -11%
BCMO
671
Buckingham Capital Management (Ohio)
Ohio
$3.89M -$71K -1,275 -2%
AI
672
Atria Investments
North Carolina
$3.87M -$284K -5,110 -7%
HWM
673
HighMark Wealth Management
Minnesota
$3.84M +$47.9K +860 +1%
NEAM
674
New England Asset Management
Connecticut
$3.82M – – –
HNWAG
675
High Net Worth Advisory Group
Florida
$3.82M +$3.76M +67,545 New
25 26
27
28 29