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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
726
Keystone Financial Group (Kentucky)
Kentucky
$1.14M +$10.8K +295 +0.9%
PWM
727
PRW Wealth Management
Massachusetts
$1.14M +$1.25M +34,145 New
CCM
728
Channing Capital Management
Illinois
$1.13M +$675K +18,500 +119%
FNBOSM
729
First National Bank of South Miami
Florida
$1.13M +$1.12M +30,785 New
GTAM
730
Global Trust Asset Management
Florida
$1.13M -$445K -12,205 -26%
SCM
731
Smith Capital Management
Arkansas
$1.13M +$1.24M +33,870 New
BJL
732
Brighton Jones LLC
Washington
$1.12M -$5.47K -150 -0.4%
LIA
733
LBMC Investment Advisors
Tennessee
$1.11M +$1.82K +50 +0.1%
LFA
734
Legacy Financial Advisors
Kentucky
$1.11M -$479K -13,115 -28%
SBH
735
Segall Bryant & Hamill
Illinois
$1.11M +$43.1K +1,180 +4%
KBFS
736
Kohmann Bosshard Financial Services
Ohio
$1.1M – – –
KLI
737
Kelman-Lazarov Inc
Tennessee
$1.1M +$1.21M +33,130 New
SAM
738
Seelaus Asset Management
New Jersey
$1.08M -$12.6K -345 -1%
RI
739
RPTC Inc
Wyoming
$1.08M +$8.03K +220 +0.7%
BUB
740
BBVA USA Bancshares
Texas
$1.08M -$103K -2,810 -8%
PCA
741
Personal Capital Advisors
California
$1.07M +$427K +11,690 +57%
CI
742
Cigna Investments
Connecticut
$1.07M -$27.4K -750 -2%
LFPWM
743
Leicht Financial Planning & Wealth Management
New Jersey
$1.06M -$154K -4,220 -12%
AF
744
Alerus Financial
North Dakota
$1.06M -$66K -1,810 -5%
AFC
745
AFT Forsyth & Company
Florida
$1.06M -$9.67K -265 -0.8%
IAA
746
Independent Advisor Alliance
North Carolina
$1.05M +$1.04M +28,460 New
CFA
747
Clarfeld Financial Advisors
New York
$1.05M +$1.16M +31,675 New
HL
748
HeadInvest LLC
Maine
$1.05M +$583K +15,965 +102%
RG
749
Rikoon Group
New Mexico
$1.04M +$6.02K +165 +0.5%
BCI
750
Brinker Capital Investments
Pennsylvania
$1.04M +$343K +9,395 +43%
28 29
30
31 32