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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
JPMIA
801
J.P. Marvel Investment Advisors
Massachusetts
$246K – – –
SMC
802
Smith, Moore & Co
Missouri
$244K +$242K +7,115 New
BCP
803
Berkeley Capital Partners
Georgia
$244K +$243K +7,130 New
WP
804
WealthPLAN Partners
Nebraska
$238K +$240K +7,060 New
WPP
805
Whalerock Point Partners
Rhode Island
$238K +$2.89K +85 +1%
HS
806
Huntington Steele
Pennsylvania
$238K +$3.06K +90 +1%
BW
807
Bison Wealth
Georgia
$236K – – –
SCM
808
Southport Capital Management
Tennessee
$235K -$5.45K -160 -2%
AWM
809
Affinity Wealth Management
Delaware
$233K -$96.1K -2,825 -29%
WIC
810
Woodmont Investment Counsel
Tennessee
$233K – – –
JWS
811
Juncture Wealth Strategies
Arizona
$233K +$231K +6,795 New
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$231K +6,780 New
AEPG
813
American Economic Planning Group
New Jersey
$231K +$230K +6,755 New
MWP
814
MYCIO Wealth Partners
Pennsylvania
$230K +$681 +20 +0.3%
KFC
815
Klingenstein Fields & Co
New York
$228K +$18.4K +540 +9%
SAM
816
Silvercrest Asset Management
New York
$227K -$164K -4,805 -42%
PP
817
Patten & Patten
Tennessee
$227K – – –
RW
818
REDW Wealth
New Mexico
$225K -$23.7K -695 -10%
CANC
819
Culbertson A N & Co
Virginia
$225K +$14.5K +425 +7%
WPC
820
Waters Parkerson & Co
Louisiana
$224K +$223K +6,540 New
PCA
821
Peddock Capital Advisors
Massachusetts
$219K -$2.89K -85 -1%
MM
822
Meridian Management
Arkansas
$218K -$24.7K -725 -10%
JFG
823
JMG Financial Group
Illinois
$217K – – –
SSWM
824
Smith Salley Wealth Management
North Carolina
$217K +$215K +6,330 New
ESBC
825
E.S. Barr & Co
Kentucky
$215K -$19.7K -580 -8%
31 32
33
34 35