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iShares Core S&P Mid-Cap ETF
IJH

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
826
Shorepoint Capital Partners
Massachusetts
$877K +$17.9K +465 +2%
OFG
827
Oxford Financial Group
Indiana
$876K – – –
ST
828
Spinnaker Trust
Maine
$873K – – –
SBA
829
Secrest Blakey & Associates
North Carolina
$869K -$1.73K -45 -0.2%
MWM
830
Mission Wealth Management
California
$867K -$44.8K -1,165 -5%
RFN
831
RDA Financial Network
Iowa
$866K -$1.34K -35 -0.2%
VCA
832
Verdence Capital Advisors
Maryland
$861K +$8.65K +225 +1%
CF
833
Centaurus Financial
California
$851K -$31.5K -820 -4%
HT
834
Heritage Trust
Oklahoma
$848K +$843K +21,945 New
CG
835
Corundum Group
Colorado
$842K – – –
CBT
836
Capital Bank & Trust
California
$842K +$150K +3,915 +22%
B
837
Bellecapital
Switzerland
$842K +$161K +4,200 +24%
BA
838
Ballew Advisors
Mississippi
$841K +$246K +6,410 +39%
BRWM
839
B. Riley Wealth Management
Tennessee
$835K -$9.22K -240 -1%
WGCA
840
Wolf Group Capital Advisors
Virginia
$831K +$117K +3,055 +17%
ACM
841
Ategra Capital Management
Virginia
$829K -$7.49K -195 -0.9%
CL
842
CPWM LLC
Washington
$826K +$48.4K +1,260 +6%
FMC
843
First Merchants Corp
Indiana
$825K -$38.4K -1,000 -4%
QAM
844
QCI Asset Management
New York
$823K -$5K -130 -0.6%
AP
845
Appleton Partners
Massachusetts
$821K +$961 +25 +0.1%
EBT
846
Enterprise Bank & Trust
Massachusetts
$820K – – –
AC
847
Abbrea Capital
California
$819K – – –
LWCFA
848
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$818K +$103K +2,675 +14%
PPP
849
Private Portfolio Partners
New Jersey
$815K -$179K -4,650 -18%
IIM
850
Ipswich Investment Management
Massachusetts
$807K -$66.7K -1,735 -8%
32 33
34
35 36