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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
701
Northstar Advisory Group
New Jersey
$3.55M +$3.49M +62,670 New
HL
702
HeadInvest LLC
Maine
$3.54M +$203K +3,650 +6%
UL
703
Unionview LLC
Washington
$3.54M +$3.48M +62,455 New
GSWM
704
Golden State Wealth Management
California
$3.52M +$282K +5,060 +9%
UF
705
Univest Financial
Pennsylvania
$3.51M -$14.5K -260 -0.4%
CI
706
Cavalier Investments
Georgia
$3.48M +$1.08M +19,350 +46%
ST
707
Spinnaker Trust
Maine
$3.47M +$139K +2,505 +4%
RWRC
708
R.W. Roge & Company
New York
$3.47M -$5.93M -106,585 -61%
BIA
709
Bigelow Investment Advisors
Maine
$3.46M +$26.2K +470 +0.8%
SIG
710
Sky Investment Group
Connecticut
$3.46M +$25K +450 +0.7%
ACM
711
AUA Capital Management
Pennsylvania
$3.45M -$15.9K -285 -0.5%
PAS
712
Park Avenue Securities
New York
$3.43M +$599K +10,755 +22%
AWM
713
Axxcess Wealth Management
California
$3.42M +$3.36M +60,445 New
MM
714
Main Management
California
$3.42M +$3.09M +55,535 +1,151%
HIA
715
Harbor Investment Advisory
Maryland
$3.38M +$441K +7,920 +15%
TPA
716
Trivium Point Advisory
Connecticut
$3.35M +$15.9K +285 +0.5%
CIC
717
Carnegie Investment Counsel
Ohio
$3.33M +$222K +3,985 +7%
FIM
718
Fernwood Investment Management
Massachusetts
$3.32M +$10.3K +185 +0.3%
GC
719
Guggenheim Capital
Illinois
$3.31M +$432K +7,765 +15%
SS
720
Simplicity Solutions
Minnesota
$3.31M +$1.22M +21,840 +60%
HWM
721
HB Wealth Management
Georgia
$3.31M +$3.26M +58,480 New
OWM
722
Opes Wealth Management
California
$3.3M +$908K +16,310 +39%
VFA
723
Valeo Financial Advisors
Indiana
$3.29M +$131K +2,360 +4%
PWM
724
Perigon Wealth Management
California
$3.29M +$959K +17,225 +42%
SWA
725
Stratos Wealth Advisors
Ohio
$3.26M +$620K +11,135 +24%
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