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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Meridian Wealth Management
Kentucky
$2.73M +$1.08M +21,795 +56%
TC
727
TownSquare Capital
Utah
$2.73M +$234K +4,750 +9%
MM
728
Main Management
California
$2.73M – – –
HIMC
729
Heritage Investors Management Corp
Maryland
$2.71M +$30.9K +625 +1%
HIA
730
Harbor Investment Advisory
Maryland
$2.71M -$106K -2,145 -3%
VCM
731
Vivaldi Capital Management
Illinois
$2.69M +$288K +5,825 +11%
IWM
732
IHT Wealth Management
Illinois
$2.69M -$74K -1,500 -2%
CW
733
CreativeOne Wealth
Kansas
$2.69M -$287K -5,810 -9%
SWM
734
Scissortail Wealth Management
Oklahoma
$2.66M +$2.32M +46,970 New
AWM
735
Axxcess Wealth Management
California
$2.64M -$336K -6,815 -10%
FIM
736
Fernwood Investment Management
Massachusetts
$2.61M – – –
AIA
737
Armor Investment Advisors
North Carolina
$2.6M +$540K +10,935 +23%
RWRC
738
R.W. Roge & Company
New York
$2.58M -$481K -9,740 -15%
ST
739
Sabal Trust
Florida
$2.56M +$223K +4,510 +9%
VFA
740
Valeo Financial Advisors
Indiana
$2.54M -$242K -4,910 -8%
CBN
741
Cadence Bank NA
Texas
$2.54M -$63.7K -1,290 -2%
HCM
742
Hengehold Capital Management
Ohio
$2.54M +$827K +16,745 +43%
SF
743
Summit Financial
New Jersey
$2.54M -$125K -2,525 -4%
HPC
744
HM Payson & Co
Maine
$2.54M +$12.3K +250 +0.4%
SAM
745
Stone Asset Management
Texas
$2.54M +$202K +4,100 +8%
HNWAG
746
High Net Worth Advisory Group
Florida
$2.52M -$661K -13,380 -19%
BFO
747
Boston Family Office
Massachusetts
$2.5M -$423K -8,565 -13%
TVAMP
748
Tennessee Valley Asset Management Partners
Tennessee
$2.49M +$108K +2,195 +4%
OWA
749
One Wealth Advisors
California
$2.49M -$2.96M -59,930 -52%
AWA
750
Arete Wealth Advisors
Illinois
$2.48M -$429K -8,700 -14%
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30
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