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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
826
USCA RIA
Texas
$259K – – –
JPMIA
827
J.P. Marvel Investment Advisors
Massachusetts
$257K – – –
PAM
828
Peak Asset Management
Colorado
$257K – – –
RCM
829
Radnor Capital Management
Pennsylvania
$254K – – –
WIC
830
Woodmont Investment Counsel
Tennessee
$252K – – –
PCA
831
Peddock Capital Advisors
Massachusetts
$251K -$11K -315 -4%
IP
832
Intellectus Partners
California
$251K +$31.3K +900 +15%
AWP
833
Ascent Wealth Partners
New York
$251K +$244K +7,010 New
PP
834
Paloma Partners
Connecticut
$250K +$244K +7,000 New
BMO
835
Beck Mack & Oliver
New York
$249K -$13.9K -400 -5%
WPP
836
Whalerock Point Partners
Rhode Island
$249K – – –
CIS
837
Connors Investor Services
Pennsylvania
$244K -$4.35K -125 -2%
BCP
838
Berkeley Capital Partners
Georgia
$243K -$29.6K -850 -11%
MWP
839
MYCIO Wealth Partners
Pennsylvania
$241K +$697 +20 +0.3%
AWM
840
Affinity Wealth Management
Delaware
$240K – – –
GG
841
GenWealth Group
New Jersey
$237K -$63.6K -1,825 -22%
PP
842
Patten & Patten
Tennessee
$237K – – –
CANC
843
Culbertson A N & Co
Virginia
$235K – – –
MCM
844
McRae Capital Management
New Jersey
$235K +$12.5K +360 +6%
TTWM
845
TCV Trust & Wealth Management
Virginia
$234K – – –
MAM
846
Meeder Asset Management
Ohio
$231K +$59.9K +1,720 +36%
JFG
847
JMG Financial Group
Illinois
$227K – – –
SSWM
848
Smith Salley Wealth Management
North Carolina
$224K +$218K +6,270 New
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$222K +$216K +6,195 New
JWM
850
Jacobus Wealth Management
Wisconsin
$218K +$56.3K +1,615 +36%
32 33
34
35 36