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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
751
1834 Investment Advisors
Wisconsin
$2.2M -$113K -2,270 -5%
RRC
752
Relaxing Retirement Coach
Massachusetts
$2.2M -$1.75M -35,040 -45%
KA
753
Kovack Advisors
Florida
$2.2M +$112K +2,250 +6%
TGAM
754
TBH Global Asset Management
Tennessee
$2.18M +$217K +4,340 +12%
CCMD
755
Cypress Capital Management (Delaware)
Delaware
$2.17M +$17.5K +350 +0.8%
CAM
756
Cozad Asset Management
Illinois
$2.15M -$6.49K -130 -0.3%
ABTD
757
Arvest Bank Trust Division
Oklahoma
$2.15M -$55.4K -1,110 -3%
BWL
758
Bogart Wealth LLC
Virginia
$2.14M +$250 +5 +0%
LWM
759
Lyell Wealth Management
California
$2.14M +$845K +16,925 +70%
SF
760
Synovus Financial
Georgia
$2.13M -$94.1K -1,885 -4%
3F
761
360 Financial
Minnesota
$2.09M -$40.7K -815 -2%
CCG
762
Cypress Capital Group
Florida
$2.08M +$25.2K +505 +1%
BF
763
Blankinship & Foster
California
$2.08M -$127K -2,550 -6%
CSIC
764
Clifford Swan Investment Counsel
California
$2.05M – – –
EK
765
Evensky & Katz
Florida
$2.05M -$190K -3,805 -9%
SWA
766
Stratos Wealth Advisors
Ohio
$2.05M +$323K +6,470 +20%
ACM
767
Azimuth Capital Management
Michigan
$2.04M -$205K -4,095 -9%
SWM
768
Southern Wealth Management
Texas
$2.03M – – –
MA
769
MBA Advisors
Pennsylvania
$2.03M +$1.95M +39,015 New
BHBT
770
Burke & Herbert Bank & Trust
Virginia
$2.03M +$204K +4,090 +12%
IC
771
IEQ Capital
California
$2.02M +$1.93M +38,715 New
BWM
772
BerganKDV Wealth Management
Minnesota
$2.01M -$124K -2,480 -6%
KIA
773
KCM Investment Advisors
California
$2M -$107K -2,135 -5%
VIM
774
Vista Investment Management
Pennsylvania
$2M -$60.9K -1,220 -3%
FSWA
775
Financial Synergies Wealth Advisors
Texas
$1.99M -$69.4K -1,390 -4%
29 30
31
32 33