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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
676
Wilshire Advisors
California
$2.98M -$417K -8,360 -13%
PG
677
Patten Group
Tennessee
$2.98M +$7.99K +160 +0.3%
EWA
678
EP Wealth Advisors
California
$2.95M +$659K +13,195 +30%
ATWA
679
Arbor Trust Wealth Advisors
Michigan
$2.92M +$38.2K +765 +1%
VCM
680
Vivaldi Capital Management
Illinois
$2.91M -$338K -6,765 -11%
BC
681
Bartlett & Co
Ohio
$2.91M +$762K +15,265 +38%
BCWM
682
Bartlett & Co Wealth Management
Ohio
$2.91M +$762K +15,265 +38%
TPSF
683
Texas Permanent School Fund
Texas
$2.91M +$1.79M +35,770 +178%
HL
684
HeadInvest LLC
Maine
$2.9M +$91.1K +1,825 +3%
EFS
685
Essex Financial Services
Connecticut
$2.89M +$305K +6,115 +12%
SWM
686
SigFig Wealth Management
California
$2.87M +$2.2M +43,990 +398%
HPWM
687
Highland Private Wealth Management
Washington
$2.86M -$105K -2,100 -4%
CW
688
CreativeOne Wealth
Kansas
$2.85M -$652K -13,060 -19%
AA
689
Advisory Alpha
Michigan
$2.82M -$58.9K -1,180 -2%
DFA
690
Delta Financial Advisors
Louisiana
$2.82M – – –
ECG
691
Edge Capital Group
Georgia
$2.79M -$243K -4,860 -8%
KW
692
KWB Wealth
California
$2.78M -$554K -11,085 -17%
PAS
693
Park Avenue Securities
New York
$2.78M -$140K -2,800 -5%
HB
694
Homrich & Berg
Georgia
$2.77M +$449K +9,000 +20%
CI
695
Cavalier Investments
Georgia
$2.77M -$223K -4,465 -8%
CBB
696
Citizens Business Bank
California
$2.74M +$250 +5 +0%
CL
697
COWA LLC
Oklahoma
$2.74M +$997K +19,970 +50%
CRC
698
Curi RMB Capital
Illinois
$2.73M – – –
FMW
699
Farr Miller & Washington
District of Columbia
$2.72M +$75.2K +1,505 +3%
5L
700
55I LLC
Massachusetts
$2.69M +$1.15M +23,035 +80%
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